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 | $55,414 | $107,934-48.7% | $91,989-39.8% | $152,861-63.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 28.41% | 89.24%-60.8pp | 69.02%-40.6pp | 345.32%-316.9pp |
| Employer contribution / active EE | $6,320 | $4,210+50.1% | $3,452+83.1% | $4,762+32.7% |
| Participant deferral / active EE | $6,214 | $6,364-2.4% | $5,923+4.9% | $5,850+6.2% |
| Admin fee / account holder | $14 | $10,520-99.9% | $7,743-99.8% | $11,596-99.9% |