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 | $85,793 | $106,584-19.5% | $101,326-15.3% | $142,382-39.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.85% | 36.93%-17.1pp | 36.82%-17.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,306 | $3,956-41.7% | $3,665-37.1% | $4,299-46.4% |
| Participant deferral / active EE | $7,704 | $8,297-7.2% | $7,994-3.6% | $6,507+18.4% |
| Admin fee / account holder | $20 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |