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 | $109,931 | $217,402-49.4% | $185,823-40.8% | $167,490-34.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.55% | 148.36%-129.8pp | 122.05%-103.5pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,955 | $5,873-49.7% | $5,167-42.8% | $4,837-38.9% |
| Participant deferral / active EE | $4,810 | $6,356-24.3% | $5,568-13.6% | $6,341-24.1% |
| Admin fee / account holder | $214 | $19,811-98.9% | $16,237-98.7% | $12,309-98.3% |