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 | $66,677 | $214,378-68.9% | $200,582-66.8% | $142,382-53.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.98% | 46.41%-27.4pp | 42.33%-23.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,230 | $6,841-67.4% | $6,419-65.3% | $4,299-48.1% |
| Participant deferral / active EE | $4,975 | $9,865-49.6% | $9,331-46.7% | $6,507-23.6% |
| Admin fee / account holder | $260 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |