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 | $130,998 | $159,602-17.9% | $150,045-12.7% | $142,382-8.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.94% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,073 | $4,961-78.4% | $4,693-77.1% | $4,299-75.0% |
| Participant deferral / active EE | $17,165 | $8,310+106.6% | $7,997+114.6% | $6,507+163.8% |
| Admin fee / account holder | $70 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |