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 | $113,053 | $198,466-43.0% | $170,442-33.7% | $147,584-23.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.34% | 257.29%-243.0pp | 205.93%-191.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $8,049 | $6,184+30.2% | $5,433+48.2% | $4,876+65.1% |
| Participant deferral / active EE | $9,984 | $5,629+77.3% | $4,939+102.1% | $5,439+83.6% |
| Admin fee / account holder | $120 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |