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 8-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 | $60,016 | $165,335-63.7% | $149,696-59.9% | $158,922-62.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.49% | 348.15%-331.7pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,821 | $5,103-44.7% | $4,644-39.3% | $4,761-40.7% |
| Participant deferral / active EE | $7,543 | $7,181+5.0% | $6,842+10.3% | $5,982+26.1% |
| Admin fee / account holder | $250 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |