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 | $82,627 | $99,877-17.3% | $84,966-2.8% | $145,922-43.4% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 16.73% | 83.76%-67.0pp | 66.38%-49.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,335 | $3,231-27.8% | $2,727-14.4% | $4,660-49.9% |
| Participant deferral / active EE | $2,650 | $5,291-49.9% | $4,519-41.4% | $6,688-60.4% |
| Admin fee / account holder | $12 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |