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 6-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 | $65,799 | $176,056-62.6% | $159,436-58.7% | $167,490-60.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.29% | 331.75%-321.5pp | 263.57%-253.3pp | 478.56%-468.3pp |
| Employer contribution / active EE | $3,024 | $5,297-42.9% | $4,829-37.4% | $4,837-37.5% |
| Participant deferral / active EE | $7,638 | $7,750-1.4% | $7,352+3.9% | $6,341+20.4% |
| Admin fee / account holder | $224 | $12,554-98.2% | $10,799-97.9% | $12,309-98.2% |