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 | $114,554 | $171,164-33.1% | $127,761-10.3% | $152,861-25.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 22.91% | 23.54%-0.6pp | 26.14%-3.2pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,108 | $5,447-61.3% | $4,574-53.9% | $4,762-55.7% |
| Participant deferral / active EE | $4,431 | $7,038-37.0% | $6,021-26.4% | $5,850-24.3% |
| Admin fee / account holder | $0 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |