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 | $48,578 | $102,966-52.8% | $90,281-46.2% | $152,861-68.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.46% | 95.16%-73.7pp | 78.10%-56.6pp | 345.32%-323.9pp |
| Employer contribution / active EE | $6,018 | $3,139+91.7% | $2,854+110.8% | $4,762+26.4% |
| Participant deferral / active EE | $6,590 | $4,281+53.9% | $3,885+69.6% | $5,850+12.6% |
| Admin fee / account holder | $178 | $6,171-97.1% | $5,351-96.7% | $11,596-98.5% |