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 | $107,403 | $142,405-24.6% | $115,157-6.7% | $152,861-29.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 28.66% | 41.48%-12.8pp | 35.60%-6.9pp | 345.32%-316.7pp |
| Employer contribution / active EE | $2,308 | $4,010-42.4% | $3,179-27.4% | $4,762-51.5% |
| Participant deferral / active EE | $3,846 | $5,164-25.5% | $4,168-7.7% | $5,850-34.3% |
| Admin fee / account holder | $189 | $8,462-97.8% | $7,088-97.3% | $11,596-98.4% |