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 | $80,556 | $201,272-60.0% | $184,203-56.3% | $145,922-44.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.87% | 29.00%-11.1pp | 28.81%-10.9pp | 561.29%-543.4pp |
| Employer contribution / active EE | $3,651 | $7,022-48.0% | $6,427-43.2% | $4,660-21.6% |
| Participant deferral / active EE | $10,030 | $9,806+2.3% | $9,131+9.8% | $6,688+50.0% |
| Admin fee / account holder | $93 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |