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 5-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 | $68,668 | $106,584-35.6% | $101,326-32.2% | $142,382-51.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.63% | 36.93%-15.3pp | 36.82%-15.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,938 | $3,956-25.7% | $3,665-19.9% | $4,299-31.7% |
| Participant deferral / active EE | $5,677 | $8,297-31.6% | $7,994-29.0% | $6,507-12.8% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |