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 | $142,764 | $107,452+32.9% | $91,541+56.0% | $142,382+0.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.67% | 22.06%-7.4pp | 20.50%-5.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,347 | $2,994-21.6% | $2,505-6.3% | $4,299-45.4% |
| Participant deferral / active EE | $8,857 | $4,754+86.3% | $4,008+121.0% | $6,507+36.1% |
| Admin fee / account holder | $277 | $8,834-96.9% | $6,956-96.0% | $12,624-97.8% |