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 | $85,177 | $98,240-13.3% | $82,313+3.5% | $147,584-42.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.10% | 30.85%-10.8pp | 25.88%-5.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $7,345 | $3,192+130.1% | $2,428+202.5% | $4,876+50.6% |
| Participant deferral / active EE | $7,346 | $4,383+67.6% | $3,706+98.2% | $5,439+35.1% |
| Admin fee / account holder | $67 | $8,563-99.2% | $5,608-98.8% | $10,885-99.4% |