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 | $79,085 | $228,332-65.4% | $185,823-57.4% | $158,922-50.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.36% | 40.80%-18.4pp | 35.95%-13.6pp | 302.83%-280.5pp |
| Employer contribution / active EE | $4,699 | $4,967-5.4% | $4,087+15.0% | $4,761-1.3% |
| Participant deferral / active EE | $10,691 | $6,415+66.7% | $5,632+89.8% | $5,982+78.7% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |