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 | $91,336 | $116,175-21.4% | $93,606-2.4% | $152,861-40.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 56.23% | 35.96%+20.3pp | 32.76%+23.5pp | 345.32%-289.1pp |
| Employer contribution / active EE | $5,428 | $3,218+68.7% | $2,718+99.7% | $4,762+14.0% |
| Participant deferral / active EE | $4,287 | $4,603-6.9% | $4,069+5.4% | $5,850-26.7% |
| Admin fee / account holder | $224 | $10,748-97.9% | $7,888-97.2% | $11,596-98.1% |