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 | $68,385 | $165,335-58.6% | $149,696-54.3% | $158,922-57.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.72% | 348.15%-327.4pp | 276.60%-255.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,706 | $5,103-66.6% | $4,644-63.3% | $4,761-64.2% |
| Participant deferral / active EE | $5,244 | $7,181-27.0% | $6,842-23.4% | $5,982-12.3% |
| Admin fee / account holder | $296 | $10,807-97.3% | $9,309-96.8% | $11,246-97.4% |