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 | $58,576 | $183,519-68.1% | $155,509-62.3% | $145,922-59.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.61% | 61.17%-51.6pp | 64.67%-55.1pp | 561.29%-551.7pp |
| Employer contribution / active EE | $4,881 | $5,313-8.1% | $4,672+4.5% | $4,660+4.7% |
| Participant deferral / active EE | $7,414 | $6,462+14.7% | $5,626+31.8% | $6,688+10.9% |
| Admin fee / account holder | $291 | $19,313-98.5% | $15,912-98.2% | $13,397-97.8% |