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 | $84,002 | $103,376-18.7% | $87,100-3.6% | $152,861-45.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 24.50% | 28.10%-3.6pp | 28.19%-3.7pp | 345.32%-320.8pp |
| Employer contribution / active EE | $4,123 | $3,220+28.0% | $2,521+63.5% | $4,762-13.4% |
| Participant deferral / active EE | $9,534 | $4,778+99.5% | $4,049+135.5% | $5,850+63.0% |
| Admin fee / account holder | $42 | $12,205-99.7% | $7,497-99.4% | $11,596-99.6% |