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 | $89,205 | $217,402-59.0% | $185,823-52.0% | $167,490-46.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.43% | 148.36%-128.9pp | 122.05%-102.6pp | 478.56%-459.1pp |
| Employer contribution / active EE | $11,383 | $5,873+93.8% | $5,167+120.3% | $4,837+135.3% |
| Participant deferral / active EE | $9,774 | $6,356+53.8% | $5,568+75.5% | $6,341+54.1% |
| Admin fee / account holder | $18 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |