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 | $113,889 | $201,272-43.4% | $184,203-38.2% | $145,922-22.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.05% | 29.00%-3.0pp | 28.81%-2.8pp | 561.29%-535.2pp |
| Employer contribution / active EE | $2,242 | $7,022-68.1% | $6,427-65.1% | $4,660-51.9% |
| Participant deferral / active EE | $4,159 | $9,806-57.6% | $9,131-54.5% | $6,688-37.8% |
| Admin fee / account holder | $252 | $16,364-98.5% | $13,901-98.2% | $13,397-98.1% |