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 | $93,074 | $159,602-41.7% | $150,045-38.0% | $142,382-34.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.31% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,369 | $4,961-72.4% | $4,693-70.8% | $4,299-68.2% |
| Participant deferral / active EE | $3,693 | $8,310-55.6% | $7,997-53.8% | $6,507-43.2% |
| Admin fee / account holder | $75 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |