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 4-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 | $78,692 | $78,6720% | $109,143-27.9% | $85,850-8.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 16.28% | 25.09%-8.8pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $7,685 | $2,735+181.0% | $3,722+106.5% | $2,565+199.6% |
| Participant deferral / active EE | $3,344 | $3,467-3.6% | $4,653-28.1% | $3,952-15.4% |
| Admin fee / account holder | $100 | $5,469-98.2% | $6,752-98.5% | $6,260-98.4% |