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 | $76,293 | $114,381-33.3% | $107,525-29.0% | $142,382-46.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.07% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,715 | $4,015-32.4% | $3,754-27.7% | $4,299-36.8% |
| Participant deferral / active EE | $7,368 | $5,564+32.4% | $5,116+44.0% | $6,507+13.2% |
| Admin fee / account holder | $292 | $9,860-97.0% | $8,919-96.7% | $12,624-97.7% |