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 | $76,444 | $114,381-33.2% | $107,525-28.9% | $142,382-46.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.27% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,572 | $4,015-35.9% | $3,754-31.5% | $4,299-40.2% |
| Participant deferral / active EE | $4,792 | $5,564-13.9% | $5,116-6.3% | $6,507-26.4% |
| Admin fee / account holder | $169 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |