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 | $91,542 | $113,339-19.2% | $94,993-3.6% | $147,584-38.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 24.14% | 20.77%+3.4pp | 27.12%-3.0pp | 578.55%-554.4pp |
| Employer contribution / active EE | $8,406 | $3,160+166.0% | $2,603+222.9% | $4,876+72.4% |
| Participant deferral / active EE | $5,496 | $3,777+45.5% | $3,317+65.7% | $5,439+1.1% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |