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 | $60,213 | $105,931-43.2% | $81,930-26.5% | $158,922-62.1% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.0%+16.9pp | 82.0%+6.9pp |
| Annual return | 22.57% | 38.17%-15.6pp | 29.49%-6.9pp | 302.83%-280.3pp |
| Employer contribution / active EE | $6,218 | $7,800-20.3% | $4,310+44.3% | $4,761+30.6% |
| Participant deferral / active EE | $5,521 | $13,003-57.5% | $7,107-22.3% | $5,982-7.7% |
| Admin fee / account holder | $179 | $8,489-97.9% | $5,158-96.5% | $11,246-98.4% |