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 | $109,266 | $183,519-40.5% | $155,509-29.7% | $145,922-25.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.21% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,510 | $5,313-52.8% | $4,672-46.3% | $4,660-46.1% |
| Participant deferral / active EE | $9,553 | $6,462+47.8% | $5,626+69.8% | $6,688+42.9% |
| Admin fee / account holder | $45 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |