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 | $74,952 | $214,378-65.0% | $200,582-62.6% | $142,382-47.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.38% | 46.41%-28.0pp | 42.33%-24.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,045 | $6,841-26.3% | $6,419-21.4% | $4,299+17.4% |
| Participant deferral / active EE | $9,925 | $9,865+0.6% | $9,331+6.4% | $6,507+52.5% |
| Admin fee / account holder | $17 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |