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 | $69,116 | $180,449-61.7% | $154,107-55.2% | $135,375-48.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | 17.99% | 888.09%-870.1pp | 735.12%-717.1pp | 519.73%-501.7pp |
| Employer contribution / active EE | $1,337 | $6,035-77.8% | $5,298-74.8% | $4,779-72.0% |
| Participant deferral / active EE | $5,000 | $5,806-13.9% | $5,081-1.6% | $5,609-10.9% |
| Admin fee / account holder | $169 | $16,143-99.0% | $13,411-98.7% | $10,827-98.4% |