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 9-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 | $65,851 | $163,101-59.6% | $136,749-51.8% | $142,382-53.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.58% | 27.54%-8.0pp | 24.33%-4.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,288 | $4,117-44.4% | $3,400-32.7% | $4,299-46.8% |
| Participant deferral / active EE | $10,759 | $5,585+92.6% | $4,692+129.3% | $6,507+65.3% |
| Admin fee / account holder | $264 | $14,318-98.2% | $11,386-97.7% | $12,624-97.9% |