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 | $54,071 | $185,822-70.9% | $169,993-68.2% | $139,434-61.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.53% | 60.50%-40.0pp | 53.37%-32.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,754 | $7,590-63.7% | $6,785-59.4% | $4,751-42.0% |
| Participant deferral / active EE | $13,084 | $11,622+12.6% | $10,408+25.7% | $6,710+95.0% |
| Admin fee / account holder | $147 | $15,381-99.0% | $12,815-98.9% | $11,403-98.7% |