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 | $102,248 | $228,332-55.2% | $185,823-45.0% | $158,922-35.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.30% | 40.80%-22.5pp | 35.95%-17.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,896 | $4,967-41.7% | $4,087-29.1% | $4,761-39.2% |
| Participant deferral / active EE | $3,748 | $6,415-41.6% | $5,632-33.5% | $5,982-37.3% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |