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 | $76,477 | $159,602-52.1% | $150,045-49.0% | $142,382-46.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.79% | 70.24%-51.4pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,439 | $4,961-50.8% | $4,693-48.0% | $4,299-43.3% |
| Participant deferral / active EE | $5,036 | $8,310-39.4% | $7,997-37.0% | $6,507-22.6% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |