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 | $57,404 | $90,503-36.6% | $78,689-27.0% | $273,961-79.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.34% | 75.60%-70.3pp | 62.18%-56.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $4,545 | $3,176+43.1% | $2,851+59.5% | $4,869-6.6% |
| Participant deferral / active EE | $2,477 | $3,901-36.5% | $3,517-29.6% | $5,287-53.1% |
| Admin fee / account holder | $2 | $5,263-100.0% | $4,510-99.9% | $10,132-100.0% |