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 | $72,160 | $115,770-37.7% | $101,248-28.7% | $158,922-54.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.10% | 56.14%-41.0pp | 46.47%-31.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,313 | $4,175-44.6% | $3,660-36.8% | $4,761-51.4% |
| Participant deferral / active EE | $5,256 | $4,957+6.0% | $4,370+20.3% | $5,982-12.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |