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 | $65,999 | $118,680-44.4% | $98,907-33.3% | $158,922-58.5% |
| Participation rate | 89.5% | 77.8%+11.7pp | 76.0%+13.4pp | 82.0%+7.5pp |
| Annual return | 18.85% | 372.35%-353.5pp | 196.43%-177.6pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,627 | $3,333-51.2% | $2,689-39.5% | $4,761-65.8% |
| Participant deferral / active EE | $5,149 | $5,088+1.2% | $4,244+21.3% | $5,982-13.9% |
| Admin fee / account holder | $203 | $10,131-98.0% | $6,642-96.9% | $11,246-98.2% |