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 | $79,794 | $111,301-28.3% | $112,977-29.4% | $158,922-49.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 12.49% | 26.40%-13.9pp | 24.24%-11.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,596 | $4,471-41.9% | $4,255-39.0% | $4,761-45.5% |
| Participant deferral / active EE | $2,935 | $5,880-50.1% | $5,836-49.7% | $5,982-50.9% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |