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 | $59,687 | $165,335-63.9% | $149,696-60.1% | $158,922-62.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.17% | 348.15%-329.0pp | 276.60%-257.4pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,092 | $5,103-59.0% | $4,644-55.0% | $4,761-56.1% |
| Participant deferral / active EE | $5,838 | $7,181-18.7% | $6,842-14.7% | $5,982-2.4% |
| Admin fee / account holder | $19 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |