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 | $85,155 | $117,983-27.8% | $101,794-16.3% | $142,382-40.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.15% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,135 | $2,773+49.1% | $2,289+80.7% | $4,299-3.8% |
| Participant deferral / active EE | $6,414 | $4,714+36.1% | $4,084+57.0% | $6,507-1.4% |
| Admin fee / account holder | $298 | $10,433-97.1% | $8,777-96.6% | $12,624-97.6% |