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 | $84,778 | $198,466-57.3% | $170,442-50.3% | $147,584-42.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.03% | 257.29%-248.3pp | 205.93%-196.9pp | 578.55%-569.5pp |
| Employer contribution / active EE | $11,074 | $6,184+79.1% | $5,433+103.8% | $4,876+127.1% |
| Participant deferral / active EE | $6,399 | $5,629+13.7% | $4,939+29.5% | $5,439+17.7% |
| Admin fee / account holder | $227 | $16,852-98.7% | $13,880-98.4% | $10,885-97.9% |