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 7-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 | $68,635 | $179,726-61.8% | $156,263-56.1% | $142,382-51.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.01% | 77.86%-61.8pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,513 | $5,069-50.4% | $4,333-42.0% | $4,299-41.5% |
| Participant deferral / active EE | $5,200 | $6,956-25.2% | $6,158-15.6% | $6,507-20.1% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |