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 | $123,124 | $124,281-0.9% | $109,143+12.8% | $167,490-26.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.93% | 26.04%-13.1pp | 25.75%-12.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,745 | $4,207-58.5% | $3,722-53.1% | $4,837-63.9% |
| Participant deferral / active EE | $8,599 | $5,255+63.6% | $4,653+84.8% | $6,341+35.6% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |