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 | $63,804 | $124,319-48.7% | $111,297-42.7% | $167,490-61.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 20.05% | 37.44%-17.4pp | 54.65%-34.6pp | 478.56%-458.5pp |
| Employer contribution / active EE | $5,455 | $3,435+58.8% | $2,731+99.7% | $4,837+12.8% |
| Participant deferral / active EE | $3,874 | $5,180-25.2% | $4,487-13.7% | $6,341-38.9% |
| Admin fee / account holder | $148 | $10,618-98.6% | $7,964-98.1% | $12,309-98.8% |