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 | $67,441 | $112,881-40.3% | $90,951-25.8% | $158,922-57.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.78% | 215.79%-198.0pp | 134.60%-116.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $11,856 | $2,893+309.8% | $2,122+458.7% | $4,761+149.0% |
| Participant deferral / active EE | $5,140 | $4,128+24.5% | $3,373+52.4% | $5,982-14.1% |
| Admin fee / account holder | $227 | $8,041-97.2% | $5,959-96.2% | $11,246-98.0% |