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 | $62,493 | $202,432-69.1% | $169,368-63.1% | $139,434-55.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.98% | 531.74%-514.8pp | 405.60%-388.6pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,823 | $4,692-39.8% | $4,013-29.6% | $4,751-40.6% |
| Participant deferral / active EE | $4,276 | $6,938-38.4% | $6,221-31.3% | $6,710-36.3% |
| Admin fee / account holder | $227 | $10,708-97.9% | $9,003-97.5% | $11,403-98.0% |