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 | $77,177 | $102,966-25.0% | $90,281-14.5% | $152,861-49.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.28% | 95.16%-76.9pp | 78.10%-59.8pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,985 | $3,139-36.8% | $2,854-30.5% | $4,762-58.3% |
| Participant deferral / active EE | $4,779 | $4,281+11.6% | $3,885+23.0% | $5,850-18.3% |
| Admin fee / account holder | $271 | $6,171-95.6% | $5,351-94.9% | $11,596-97.7% |