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 | $61,956 | $179,726-65.5% | $156,263-60.4% | $142,382-56.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 13.27% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,595 | $6,956-5.2% | $6,158+7.1% | $6,507+1.3% |
| Admin fee / account holder | $23 | $17,272-99.9% | $14,255-99.8% | $12,624-99.8% |