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 | $76,133 | $179,726-57.6% | $156,263-51.3% | $142,382-46.5% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.9%+15.2pp | 80.1%+14.0pp |
| Annual return | 26.33% | 77.86%-51.5pp | 59.47%-33.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $2,372 | $5,069-53.2% | $4,333-45.3% | $4,299-44.8% |
| Participant deferral / active EE | $6,233 | $6,956-10.4% | $6,158+1.2% | $6,507-4.2% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |