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 | $112,872 | $228,332-50.6% | $185,823-39.3% | $158,922-29.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.47% | 40.80%-23.3pp | 35.95%-18.5pp | 302.83%-285.4pp |
| Employer contribution / active EE | $16,438 | $4,967+231.0% | $4,087+302.2% | $4,761+245.3% |
| Participant deferral / active EE | $7,999 | $6,415+24.7% | $5,632+42.0% | $5,982+33.7% |
| Admin fee / account holder | $195 | $11,864-98.4% | $9,500-98.0% | $11,246-98.3% |