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 | $137,935 | $114,381+20.6% | $107,525+28.3% | $142,382-3.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.53% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $992 | $4,015-75.3% | $3,754-73.6% | $4,299-76.9% |
| Participant deferral / active EE | $9,382 | $5,564+68.6% | $5,116+83.4% | $6,507+44.2% |
| Admin fee / account holder | $45 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |