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 | $68,675 | $102,966-33.3% | $90,281-23.9% | $152,861-55.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 22.06% | 95.16%-73.1pp | 78.10%-56.0pp | 345.32%-323.3pp |
| Employer contribution / active EE | $3,512 | $3,139+11.9% | $2,854+23.0% | $4,762-26.2% |
| Participant deferral / active EE | $3,738 | $4,281-12.7% | $3,885-3.8% | $5,850-36.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |