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 | $122,173 | $214,378-43.0% | $200,582-39.1% | $142,382-14.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 57.58% | 46.41%+11.2pp | 42.33%+15.2pp | 217.08%-159.5pp |
| Employer contribution / active EE | $5,277 | $6,841-22.9% | $6,419-17.8% | $4,299+22.7% |
| Participant deferral / active EE | $7,369 | $9,865-25.3% | $9,331-21.0% | $6,507+13.2% |
| Admin fee / account holder | $225 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |