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 | $61,081 | $103,376-40.9% | $87,100-29.9% | $152,861-60.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.37% | 28.10%-10.7pp | 28.19%-10.8pp | 345.32%-327.9pp |
| Employer contribution / active EE | $13,254 | $3,220+311.6% | $2,521+425.7% | $4,762+178.3% |
| Participant deferral / active EE | $4,412 | $4,778-7.7% | $4,049+9.0% | $5,850-24.6% |
| Admin fee / account holder | $220 | $12,205-98.2% | $7,497-97.1% | $11,596-98.1% |