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 | $92,082 | $148,534-38.0% | $135,903-32.2% | $139,434-34.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.85% | 79.19%-59.3pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,886 | $5,243-45.0% | $4,856-40.6% | $4,751-39.3% |
| Participant deferral / active EE | $4,785 | $8,100-40.9% | $7,758-38.3% | $6,710-28.7% |
| Admin fee / account holder | $19 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |