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 6-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 | $82,371 | $214,378-61.6% | $200,582-58.9% | $142,382-42.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.32% | 46.41%-21.1pp | 42.33%-17.0pp | 217.08%-191.8pp |
| Employer contribution / active EE | $3,751 | $6,841-45.2% | $6,419-41.6% | $4,299-12.7% |
| Participant deferral / active EE | $15,167 | $9,865+53.8% | $9,331+62.5% | $6,507+133.1% |
| Admin fee / account holder | $140 | $17,692-99.2% | $16,305-99.1% | $12,624-98.9% |