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 | $56,721 | $106,890-46.9% | $84,015-32.5% | $152,861-62.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 10.41% | 104.99%-94.6pp | 71.31%-60.9pp | 345.32%-334.9pp |
| Employer contribution / active EE | $2,669 | $2,734-2.4% | $1,983+34.6% | $4,762-44.0% |
| Participant deferral / active EE | $6,885 | $4,011+71.6% | $3,239+112.6% | $5,850+17.7% |
| Admin fee / account holder | $18 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |