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 | $92,228 | $159,602-42.2% | $150,045-38.5% | $142,382-35.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.58% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $5,560 | $4,961+12.1% | $4,693+18.5% | $4,299+29.3% |
| Participant deferral / active EE | $6,861 | $8,310-17.4% | $7,997-14.2% | $6,507+5.4% |
| Admin fee / account holder | $228 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |