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 | $76,837 | $127,264-39.6% | $109,895-30.1% | $167,490-54.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 17.66% | 22.97%-5.3pp | 29.45%-11.8pp | 478.56%-460.9pp |
| Employer contribution / active EE | $3,513 | $3,322+5.7% | $2,842+23.6% | $4,837-27.4% |
| Participant deferral / active EE | $8,399 | $4,514+86.1% | $4,048+107.5% | $6,341+32.5% |
| Admin fee / account holder | $113 | $7,114-98.4% | $6,066-98.1% | $12,309-99.1% |