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 | $72,424 | $121,625-40.5% | $104,607-30.8% | $158,922-54.4% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 16.32% | 465.26%-448.9pp | 340.46%-324.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $896 | $3,163-71.7% | $2,681-66.6% | $4,761-81.2% |
| Participant deferral / active EE | $3,388 | $4,177-18.9% | $3,740-9.4% | $5,982-43.4% |
| Admin fee / account holder | $3 | $7,787-100.0% | $6,473-99.9% | $11,246-100.0% |