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 6-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 | $55,688 | $114,381-51.3% | $107,525-48.2% | $142,382-60.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.42% | 242.71%-220.3pp | 181.32%-158.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,360 | $4,015-41.2% | $3,754-37.1% | $4,299-45.1% |
| Participant deferral / active EE | $9,514 | $5,564+71.0% | $5,116+86.0% | $6,507+46.2% |
| Admin fee / account holder | $199 | $9,860-98.0% | $8,919-97.8% | $12,624-98.4% |