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 | $80,195 | $162,781-50.7% | $133,956-40.1% | $158,922-49.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 69.30% | 41.94%+27.4pp | 45.09%+24.2pp | 302.83%-233.5pp |
| Employer contribution / active EE | $3,190 | $4,975-35.9% | $3,919-18.6% | $4,761-33.0% |
| Participant deferral / active EE | $9,387 | $5,911+58.8% | $5,048+86.0% | $5,982+56.9% |
| Admin fee / account holder | $83 | $11,736-99.3% | $8,927-99.1% | $11,246-99.3% |