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 4-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 | $73,052 | $179,726-59.4% | $156,263-53.3% | $142,382-48.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.36% | 77.86%-58.5pp | 59.47%-40.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,471 | $5,069-71.0% | $4,333-66.1% | $4,299-65.8% |
| Participant deferral / active EE | $10,792 | $6,956+55.1% | $6,158+75.2% | $6,507+65.8% |
| Admin fee / account holder | $227 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |