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 | $83,069 | $104,974-20.9% | $95,585-13.1% | $142,382-41.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.37% | 210.33%-189.0pp | 38.56%-17.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,917 | $2,779+5.0% | $2,527+15.4% | $4,299-32.2% |
| Participant deferral / active EE | $13,173 | $4,352+202.7% | $4,023+227.5% | $6,507+102.4% |
| Admin fee / account holder | $87 | $6,386-98.6% | $6,127-98.6% | $12,624-99.3% |