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 9-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 | $91,491 | $63,346+44.4% | $92,233-0.8% | $70,131+30.5% |
| Participation rate | 84.6% | 68.7%+15.9pp | 76.5%+8.1pp | 69.5%+15.1pp |
| Annual return | 22.74% | 530.12%-507.4pp | 176.28%-153.5pp | 73.14%-50.4pp |
| Employer contribution / active EE | $1,745 | $2,471-29.4% | $3,679-52.6% | $2,342-25.5% |
| Participant deferral / active EE | $4,814 | $2,854+68.7% | $3,897+23.5% | $3,332+44.5% |
| Admin fee / account holder | $16 | $3,840-99.6% | $5,194-99.7% | $4,645-99.7% |