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 | $73,092 | $156,846-53.4% | $121,098-39.6% | $139,434-47.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.63% | 1474.56%-1459.9pp | 985.75%-971.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $5,608 | $5,536+1.3% | $4,164+34.7% | $4,751+18.0% |
| Participant deferral / active EE | $3,148 | $4,844-35.0% | $4,080-22.8% | $6,710-53.1% |
| Admin fee / account holder | $11 | $6,946-99.8% | $5,644-99.8% | $11,403-99.9% |