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 | $70,557 | $201,272-64.9% | $184,203-61.7% | $145,922-51.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.67% | 29.00%-14.3pp | 28.81%-14.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $4,075 | $7,022-42.0% | $6,427-36.6% | $4,660-12.6% |
| Participant deferral / active EE | $4,839 | $9,806-50.7% | $9,131-47.0% | $6,688-27.6% |
| Admin fee / account holder | $294 | $16,364-98.2% | $13,901-97.9% | $13,397-97.8% |