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 | $96,875 | $77,634+24.8% | $156,549-38.1% | $62,891+54.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.42% | 50.32%-39.9pp | 32.23%-21.8pp | 20.14%-9.7pp |
| Employer contribution / active EE | $7,020 | $3,444+103.9% | $5,501+27.6% | $2,281+207.8% |
| Participant deferral / active EE | $5,156 | $3,045+69.3% | $4,871+5.9% | $3,203+61.0% |
| Admin fee / account holder | $200 | $5,561-96.4% | $13,027-98.5% | $4,296-95.3% |