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 | $72,458 | $165,335-56.2% | $149,696-51.6% | $158,922-54.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.88% | 348.15%-325.3pp | 276.60%-253.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $3,055 | $5,103-40.1% | $4,644-34.2% | $4,761-35.8% |
| Participant deferral / active EE | $7,854 | $7,181+9.4% | $6,842+14.8% | $5,982+31.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |