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 | $67,168 | $197,591-66.0% | $177,821-62.2% | $158,922-57.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.67% | 58.76%-35.1pp | 48.32%-24.7pp | 302.83%-279.2pp |
| Employer contribution / active EE | $2,729 | $6,697-59.2% | $5,918-53.9% | $4,761-42.7% |
| Participant deferral / active EE | $5,860 | $8,405-30.3% | $7,714-24.0% | $5,982-2.0% |
| Admin fee / account holder | $31 | $15,399-99.8% | $12,427-99.8% | $11,246-99.7% |