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 | $66,717 | $111,301-40.1% | $112,977-40.9% | $158,922-58.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 21.90% | 26.40%-4.5pp | 24.24%-2.3pp | 302.83%-280.9pp |
| Employer contribution / active EE | $5,863 | $4,471+31.1% | $4,255+37.8% | $4,761+23.1% |
| Participant deferral / active EE | $13,900 | $5,880+136.4% | $5,836+138.2% | $5,982+132.4% |
| Admin fee / account holder | $212 | $8,392-97.5% | $6,294-96.6% | $11,246-98.1% |