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 | $71,247 | $165,335-56.9% | $149,696-52.4% | $158,922-55.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.47% | 348.15%-332.7pp | 276.60%-261.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,734 | $5,103-46.4% | $4,644-41.1% | $4,761-42.6% |
| Participant deferral / active EE | $6,110 | $7,181-14.9% | $6,842-10.7% | $5,982+2.1% |
| Admin fee / account holder | $292 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |