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 | $73,306 | $85,202-14.0% | $172,739-57.6% | $72,985+0.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.19% | 27.32%-4.1pp | 802.84%-779.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $5,239 | $3,324+57.6% | $5,143+1.9% | $2,440+114.7% |
| Participant deferral / active EE | $3,431 | $3,260+5.2% | $5,198-34.0% | $3,607-4.9% |
| Admin fee / account holder | $60 | $5,884-99.0% | $13,954-99.6% | $5,124-98.8% |