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 | $69,678 | $68,547+1.6% | $120,354-42.1% | $80,856-13.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 14.20% | 23.60%-9.4pp | 107.15%-93.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,235 | $2,051+57.7% | $3,463-6.6% | $2,755+17.4% |
| Participant deferral / active EE | $5,365 | $3,173+69.1% | $4,991+7.5% | $4,296+24.9% |
| Admin fee / account holder | $0 | $5,732-100.0% | $9,423-100.0% | $6,918-100.0% |