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 | $65,359 | $202,432-67.7% | $169,368-61.4% | $139,434-53.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.92% | 531.74%-521.8pp | 405.60%-395.7pp | 372.94%-363.0pp |
| Employer contribution / active EE | $4,327 | $4,692-7.8% | $4,013+7.8% | $4,751-8.9% |
| Participant deferral / active EE | $8,581 | $6,938+23.7% | $6,221+37.9% | $6,710+27.9% |
| Admin fee / account holder | $173 | $10,708-98.4% | $9,003-98.1% | $11,403-98.5% |