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 | $66,941 | $115,770-42.2% | $101,248-33.9% | $158,922-57.9% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 18.03% | 56.14%-38.1pp | 46.47%-28.4pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,384 | $4,175-42.9% | $3,660-34.8% | $4,761-49.9% |
| Participant deferral / active EE | $3,713 | $4,957-25.1% | $4,370-15.0% | $5,982-37.9% |
| Admin fee / account holder | $11 | $7,245-99.9% | $5,945-99.8% | $11,246-99.9% |