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 | $55,877 | $127,777-56.3% | $106,548-47.6% | $167,490-66.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.45% | 33.87%-18.4pp | 26.80%-11.4pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,002 | $3,427-41.6% | $2,819-29.0% | $4,837-58.6% |
| Participant deferral / active EE | $5,465 | $5,087+7.4% | $4,398+24.3% | $6,341-13.8% |
| Admin fee / account holder | $273 | $11,228-97.6% | $7,407-96.3% | $12,309-97.8% |