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 | $72,744 | $112,881-35.6% | $90,951-20.0% | $158,922-54.2% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 17.64% | 215.79%-198.2pp | 134.60%-117.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $970 | $2,893-66.5% | $2,122-54.3% | $4,761-79.6% |
| Participant deferral / active EE | $2,010 | $4,128-51.3% | $3,373-40.4% | $5,982-66.4% |
| Admin fee / account holder | $88 | $8,041-98.9% | $5,959-98.5% | $11,246-99.2% |