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 | $60,500 | $177,572-65.9% | $154,803-60.9% | $142,382-57.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.07% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,571 | $4,810-67.3% | $4,305-63.5% | $4,299-63.5% |
| Participant deferral / active EE | $6,235 | $6,272-0.6% | $5,540+12.5% | $6,507-4.2% |
| Admin fee / account holder | $225 | $16,786-98.7% | $14,329-98.4% | $12,624-98.2% |