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 10-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 | $90,426 | $162,781-44.4% | $133,956-32.5% | $158,922-43.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 26.57% | 41.94%-15.4pp | 45.09%-18.5pp | 302.83%-276.3pp |
| Employer contribution / active EE | $4,049 | $4,975-18.6% | $3,919+3.3% | $4,761-15.0% |
| Participant deferral / active EE | $9,188 | $5,911+55.4% | $5,048+82.0% | $5,982+53.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |