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 | $86,407 | $185,822-53.5% | $169,993-49.2% | $139,434-38.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.60% | 60.50%-44.9pp | 53.37%-37.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,327 | $7,590-69.3% | $6,785-65.7% | $4,751-51.0% |
| Participant deferral / active EE | $9,472 | $11,622-18.5% | $10,408-9.0% | $6,710+41.2% |
| Admin fee / account holder | $19 | $15,381-99.9% | $12,815-99.9% | $11,403-99.8% |