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 | $61,964 | $217,402-71.5% | $185,823-66.7% | $167,490-63.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.63% | 148.36%-130.7pp | 122.05%-104.4pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,268 | $5,873-61.4% | $5,167-56.1% | $4,837-53.1% |
| Participant deferral / active EE | $11,253 | $6,356+77.0% | $5,568+102.1% | $6,341+77.5% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |