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 | $124,336 | $232,540-46.5% | $185,117-32.8% | $147,584-15.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.06% | 43.03%-24.0pp | 40.50%-21.4pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,962 | $5,195-43.0% | $4,182-29.2% | $4,876-39.2% |
| Participant deferral / active EE | $9,488 | $5,834+62.6% | $5,045+88.1% | $5,439+74.4% |
| Admin fee / account holder | $250 | $10,275-97.6% | $8,159-96.9% | $10,885-97.7% |