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 4-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 | $69,956 | $109,881-36.3% | $150,045-53.4% | $84,808-17.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.23% | 28.25%-7.0pp | 62.55%-41.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $3,816 | $3,561+7.1% | $4,693-18.7% | $2,631+45.0% |
| Participant deferral / active EE | $9,067 | $6,636+36.6% | $7,997+13.4% | $4,212+115.3% |
| Admin fee / account holder | $88 | $8,568-99.0% | $13,435-99.3% | $7,344-98.8% |