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 | $98,224 | $197,591-50.3% | $177,821-44.8% | $158,922-38.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.71% | 58.76%-50.0pp | 48.32%-39.6pp | 302.83%-294.1pp |
| Employer contribution / active EE | $2,517 | $6,697-62.4% | $5,918-57.5% | $4,761-47.1% |
| Participant deferral / active EE | $10,564 | $8,405+25.7% | $7,714+36.9% | $5,982+76.6% |
| Admin fee / account holder | $263 | $15,399-98.3% | $12,427-97.9% | $11,246-97.7% |