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 | $83,422 | $177,572-53.0% | $154,803-46.1% | $142,382-41.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.50% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,032 | $4,810-37.0% | $4,305-29.6% | $4,299-29.5% |
| Participant deferral / active EE | $5,197 | $6,272-17.1% | $5,540-6.2% | $6,507-20.1% |
| Admin fee / account holder | $179 | $16,786-98.9% | $14,329-98.8% | $12,624-98.6% |