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 | $62,109 | $176,812-64.9% | $146,665-57.7% | $167,490-62.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 30.97% | 24.03%+6.9pp | 22.74%+8.2pp | 478.56%-447.6pp |
| Employer contribution / active EE | $2,106 | $5,160-59.2% | $4,136-49.1% | $4,837-56.5% |
| Participant deferral / active EE | $6,982 | $6,440+8.4% | $5,506+26.8% | $6,341+10.1% |
| Admin fee / account holder | $186 | $13,259-98.6% | $10,280-98.2% | $12,309-98.5% |