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 | $70,881 | $99,652-28.9% | $78,778-10.0% | $147,584-52.0% |
| Participation rate | 78.9% | 76.2%+2.7pp | 69.2%+9.8pp | 82.8%-3.9pp |
| Annual return | 22.47% | 47.28%-24.8pp | 35.62%-13.1pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,544 | $2,796-44.8% | $1,986-22.3% | $4,876-68.3% |
| Participant deferral / active EE | $3,071 | $3,664-16.2% | $2,958+3.8% | $5,439-43.5% |
| Admin fee / account holder | -$14 | $7,155-100.2% | $5,134-100.3% | $10,885-100.1% |