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 | $73,451 | $111,754-34.3% | $103,333-28.9% | $145,922-49.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.65% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,154 | $4,212-48.9% | $3,868-44.3% | $4,660-53.8% |
| Participant deferral / active EE | $7,331 | $5,619+30.5% | $5,057+44.9% | $6,688+9.6% |
| Admin fee / account holder | $260 | $9,750-97.3% | $8,355-96.9% | $13,397-98.1% |