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 | $64,632 | $105,126-38.5% | $94,646-31.7% | $139,434-53.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.91% | 38.03%-23.1pp | 156.71%-141.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,914 | $4,106-29.0% | $3,672-20.6% | $4,751-38.7% |
| Participant deferral / active EE | $6,539 | $7,599-14.0% | $7,418-11.8% | $6,710-2.5% |
| Admin fee / account holder | $9 | $8,984-99.9% | $7,231-99.9% | $11,403-99.9% |