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 | $93,322 | $165,335-43.6% | $149,696-37.7% | $158,922-41.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.60% | 348.15%-326.5pp | 276.60%-255.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $13,197 | $5,103+158.6% | $4,644+184.1% | $4,761+177.2% |
| Participant deferral / active EE | $10,184 | $7,181+41.8% | $6,842+48.8% | $5,982+70.2% |
| Admin fee / account holder | $134 | $10,807-98.8% | $9,309-98.6% | $11,246-98.8% |