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 | $77,607 | $177,572-56.3% | $154,803-49.9% | $142,382-45.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.53% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,326 | $4,810-30.9% | $4,305-22.8% | $4,299-22.6% |
| Participant deferral / active EE | $5,599 | $6,272-10.7% | $5,540+1.1% | $6,507-14.0% |
| Admin fee / account holder | $163 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |