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 | $108,423 | $226,064-52.0% | $182,532-40.6% | $152,861-29.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.66% | 192.51%-167.9pp | 148.54%-123.9pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,250 | $4,978-54.8% | $4,076-44.8% | $4,762-52.8% |
| Participant deferral / active EE | $14,338 | $6,368+125.2% | $5,524+159.6% | $5,850+145.1% |
| Admin fee / account holder | $212 | $10,703-98.0% | $8,592-97.5% | $11,596-98.2% |