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 | $75,286 | $162,781-53.8% | $133,956-43.8% | $158,922-52.6% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 21.43% | 41.94%-20.5pp | 45.09%-23.7pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,882 | $4,975-42.1% | $3,919-26.4% | $4,761-39.5% |
| Participant deferral / active EE | $5,263 | $5,911-11.0% | $5,048+4.3% | $5,982-12.0% |
| Admin fee / account holder | $21 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |