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 | $75,915 | $197,591-61.6% | $177,821-57.3% | $158,922-52.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.22% | 58.76%-37.5pp | 48.32%-27.1pp | 302.83%-281.6pp |
| Employer contribution / active EE | $2,450 | $6,697-63.4% | $5,918-58.6% | $4,761-48.5% |
| Participant deferral / active EE | $16,661 | $8,405+98.2% | $7,714+116.0% | $5,982+178.5% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |