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 | $74,645 | $112,096-33.4% | $95,952-22.2% | $158,922-53.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.83% | 171.09%-157.3pp | 91.61%-77.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $8,345 | $3,198+160.9% | $2,541+228.4% | $4,761+75.3% |
| Participant deferral / active EE | $8,572 | $4,784+79.2% | $4,167+105.7% | $5,982+43.3% |
| Admin fee / account holder | $89 | $10,130-99.1% | $6,795-98.7% | $11,246-99.2% |