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 | $54,097 | $37,426+44.5% | $77,482-30.2% | $79,858-32.3% |
| Participation rate | 93.9% | 41.5%+52.4pp | 54.2%+39.8pp | 69.6%+24.3pp |
| Annual return | 28.64% | 39.70%-11.1pp | 54.79%-26.1pp | 31.71%-3.1pp |
| Employer contribution / active EE | $3,825 | $637+500.8% | $986+287.7% | $2,471+54.8% |
| Participant deferral / active EE | $8,193 | $1,260+550.3% | $1,861+340.2% | $3,740+119.1% |
| Admin fee / account holder | $9 | $2,504-99.6% | $2,858-99.7% | $5,306-99.8% |