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 | $61,826 | $152,587-59.5% | $125,175-50.6% | $152,861-59.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.41% | 54.84%-36.4pp | 43.79%-25.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,407 | $4,946-51.3% | $3,865-37.7% | $4,762-49.5% |
| Participant deferral / active EE | $5,473 | $5,868-6.7% | $4,937+10.9% | $5,850-6.5% |
| Admin fee / account holder | $3 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |