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 | $61,662 | $68,346-9.8% | $94,646-34.8% | $75,163-18.0% |
| Participation rate | 89.6% | 76.1%+13.5pp | 80.8%+8.8pp | 67.2%+22.4pp |
| Annual return | 21.41% | 616.93%-595.5pp | 156.71%-135.3pp | 160.62%-139.2pp |
| Employer contribution / active EE | $2,561 | $2,701-5.2% | $3,672-30.3% | $2,670-4.1% |
| Participant deferral / active EE | $5,756 | $6,537-12.0% | $7,418-22.4% | $4,125+39.5% |
| Admin fee / account holder | $171 | $5,326-96.8% | $7,231-97.6% | $5,651-97.0% |