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 | $70,382 | $127,065-44.6% | $113,168-37.8% | $142,382-50.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.12% | 24.03%-5.9pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,039 | $3,442-40.8% | $2,975-31.5% | $4,299-52.6% |
| Participant deferral / active EE | $4,709 | $5,716-17.6% | $5,107-7.8% | $6,507-27.6% |
| Admin fee / account holder | $37 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |