See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,719 | $183,519-64.7% | $155,509-58.4% | $145,922-55.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.40% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,200 | $5,313-77.4% | $4,672-74.3% | $4,660-74.2% |
| Participant deferral / active EE | $7,260 | $6,462+12.3% | $5,626+29.0% | $6,688+8.6% |
| Admin fee / account holder | $17 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |