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 | $85,922 | $202,432-57.6% | $169,368-49.3% | $139,434-38.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.61% | 531.74%-510.1pp | 405.60%-384.0pp | 372.94%-351.3pp |
| Employer contribution / active EE | $4,993 | $4,692+6.4% | $4,013+24.4% | $4,751+5.1% |
| Participant deferral / active EE | $6,250 | $6,938-9.9% | $6,221+0.5% | $6,710-6.9% |
| Admin fee / account holder | $7 | $10,708-99.9% | $9,003-99.9% | $11,403-99.9% |