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 | $72,862 | $121,625-40.1% | $104,607-30.3% | $158,922-54.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 33.25% | 465.26%-432.0pp | 340.46%-307.2pp | 302.83%-269.6pp |
| Employer contribution / active EE | $2,581 | $3,163-18.4% | $2,681-3.7% | $4,761-45.8% |
| Participant deferral / active EE | $2,920 | $4,177-30.1% | $3,740-21.9% | $5,982-51.2% |
| Admin fee / account holder | $1 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |