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 | $68,538 | $95,803-28.5% | $113,168-39.4% | $84,808-19.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 16.54% | 25.00%-8.5pp | 24.27%-7.7pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,254 | $2,360-46.9% | $2,975-57.8% | $2,631-52.3% |
| Participant deferral / active EE | $2,577 | $4,242-39.2% | $5,107-49.5% | $4,212-38.8% |
| Admin fee / account holder | $0 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |