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 | $88,908 | $176,056-49.5% | $159,436-44.2% | $167,490-46.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 28.03% | 331.75%-303.7pp | 263.57%-235.5pp | 478.56%-450.5pp |
| Employer contribution / active EE | $5,952 | $5,297+12.4% | $4,829+23.2% | $4,837+23.0% |
| Participant deferral / active EE | $8,048 | $7,750+3.8% | $7,352+9.5% | $6,341+26.9% |
| Admin fee / account holder | $167 | $12,554-98.7% | $10,799-98.5% | $12,309-98.6% |