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 | $71,324 | $175,202-59.3% | $149,673-52.3% | $139,434-48.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 46.03% | 166.71%-120.7pp | 134.42%-88.4pp | 372.94%-326.9pp |
| Employer contribution / active EE | $1,615 | $5,474-70.5% | $4,818-66.5% | $4,751-66.0% |
| Participant deferral / active EE | $3,878 | $6,519-40.5% | $5,680-31.7% | $6,710-42.2% |
| Admin fee / account holder | $199 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |