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 | $74,646 | $104,907-28.8% | $84,611-11.8% | $152,861-51.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.87% | 373.79%-353.9pp | 258.74%-238.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $8,443 | $3,302+155.7% | $2,652+218.3% | $4,762+77.3% |
| Participant deferral / active EE | $10,183 | $4,688+117.2% | $3,899+161.2% | $5,850+74.1% |
| Admin fee / account holder | $235 | $6,241-96.2% | $4,912-95.2% | $11,596-98.0% |