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 8-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 | $142,190 | $214,378-33.7% | $200,582-29.1% | $142,382-0.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.67% | 46.41%-30.7pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,288 | $6,841-37.3% | $6,419-33.2% | $4,299-0.3% |
| Participant deferral / active EE | $7,138 | $9,865-27.6% | $9,331-23.5% | $6,507+9.7% |
| Admin fee / account holder | $107 | $17,692-99.4% | $16,305-99.3% | $12,624-99.2% |