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 | $77,524 | $85,766-9.6% | $136,294-43.1% | $70,131+10.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.44% | 31.45%-10.0pp | 5155.94%-5134.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $7,683 | $2,966+159.0% | $4,695+63.6% | $2,342+228.0% |
| Participant deferral / active EE | $8,553 | $5,051+69.3% | $6,247+36.9% | $3,332+156.7% |
| Admin fee / account holder | $143 | $5,420-97.4% | $9,243-98.4% | $4,645-96.9% |