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 | $84,732 | $217,402-61.0% | $185,823-54.4% | $167,490-49.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.51% | 148.36%-135.8pp | 122.05%-109.5pp | 478.56%-466.0pp |
| Employer contribution / active EE | $3,469 | $5,873-40.9% | $5,167-32.9% | $4,837-28.3% |
| Participant deferral / active EE | $9,042 | $6,356+42.2% | $5,568+62.4% | $6,341+42.6% |
| Admin fee / account holder | $294 | $19,811-98.5% | $16,237-98.2% | $12,309-97.6% |