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 | $76,009 | $117,983-35.6% | $101,794-25.3% | $142,382-46.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.61% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,990 | $2,773-28.2% | $2,289-13.1% | $4,299-53.7% |
| Participant deferral / active EE | $7,915 | $4,714+67.9% | $4,084+93.8% | $6,507+21.6% |
| Admin fee / account holder | $93 | $10,433-99.1% | $8,777-98.9% | $12,624-99.3% |