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 8-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 | $63,721 | $115,882-45.0% | $100,516-36.6% | $158,922-59.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 24.76% | 34.79%-10.0pp | 30.89%-6.1pp | 302.83%-278.1pp |
| Employer contribution / active EE | $1,920 | $4,103-53.2% | $3,418-43.8% | $4,761-59.7% |
| Participant deferral / active EE | $19,500 | $6,674+192.2% | $6,270+211.0% | $5,982+226.0% |
| Admin fee / account holder | $20 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |