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 | $65,944 | $91,190-27.7% | $178,490-63.1% | $79,858-17.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.61% | 24.19%-6.6pp | 151.07%-133.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,927 | $3,256-10.1% | $5,011-41.6% | $2,471+18.5% |
| Participant deferral / active EE | $2,546 | $3,236-21.3% | $5,202-51.1% | $3,740-31.9% |
| Admin fee / account holder | $282 | $6,751-95.8% | $13,984-98.0% | $5,306-94.7% |