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 | $95,377 | $209,411-54.5% | $178,490-46.6% | $158,922-40.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 50.93% | 188.75%-137.8pp | 151.07%-100.1pp | 302.83%-251.9pp |
| Employer contribution / active EE | $1,958 | $5,706-65.7% | $5,011-60.9% | $4,761-58.9% |
| Participant deferral / active EE | $25,996 | $5,954+336.6% | $5,202+399.8% | $5,982+334.6% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |