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 | $63,877 | $157,256-59.4% | $141,162-54.7% | $152,861-58.2% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 28.76% | 64.32%-35.6pp | 71.39%-42.6pp | 345.32%-316.6pp |
| Employer contribution / active EE | $1,419 | $5,261-73.0% | $4,735-70.0% | $4,762-70.2% |
| Participant deferral / active EE | $5,211 | $7,109-26.7% | $6,709-22.3% | $5,850-10.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |