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 | $62,986 | $99,918-37.0% | $81,382-22.6% | $145,922-56.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.92% | 34.32%-22.4pp | 24.73%-12.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,616 | $2,978+21.4% | $2,463+46.8% | $4,660-22.4% |
| Participant deferral / active EE | $4,145 | $4,605-10.0% | $3,883+6.7% | $6,688-38.0% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |