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 | $97,431 | $157,256-38.0% | $141,162-31.0% | $152,861-36.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.92% | 64.32%-39.4pp | 71.39%-46.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,690 | $5,261-48.9% | $4,735-43.2% | $4,762-43.5% |
| Participant deferral / active EE | $10,806 | $7,109+52.0% | $6,709+61.1% | $5,850+84.7% |
| Admin fee / account holder | $246 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |