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 7-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 | $75,685 | $214,378-64.7% | $200,582-62.3% | $142,382-46.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.05% | 46.41%-25.4pp | 42.33%-21.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,094 | $6,841-69.4% | $6,419-67.4% | $4,299-51.3% |
| Participant deferral / active EE | $4,940 | $9,865-49.9% | $9,331-47.1% | $6,507-24.1% |
| Admin fee / account holder | $16 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |