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 | $71,504 | $110,257-35.1% | $96,544-25.9% | $139,434-48.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 22.02% | 26.32%-4.3pp | 25.84%-3.8pp | 372.94%-350.9pp |
| Employer contribution / active EE | $11,805 | $3,620+226.1% | $2,965+298.2% | $4,751+148.5% |
| Participant deferral / active EE | $9,522 | $5,548+71.6% | $4,851+96.3% | $6,710+41.9% |
| Admin fee / account holder | $253 | $11,591-97.8% | $8,252-96.9% | $11,403-97.8% |