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 | $85,458 | $159,602-46.5% | $150,045-43.0% | $142,382-40.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 35.96% | 70.24%-34.3pp | 62.55%-26.6pp | 217.08%-181.1pp |
| Employer contribution / active EE | $3,887 | $4,961-21.6% | $4,693-17.2% | $4,299-9.6% |
| Participant deferral / active EE | $11,944 | $8,310+43.7% | $7,997+49.4% | $6,507+83.6% |
| Admin fee / account holder | $207 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |