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 | $67,334 | $163,101-58.7% | $136,749-50.8% | $142,382-52.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.09% | 27.54%-7.5pp | 24.33%-4.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,374 | $4,117-18.0% | $3,400-0.8% | $4,299-21.5% |
| Participant deferral / active EE | $5,345 | $5,585-4.3% | $4,692+13.9% | $6,507-17.9% |
| Admin fee / account holder | $1 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |