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 | $59,879 | $102,966-41.8% | $90,281-33.7% | $152,861-60.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.02% | 95.16%-69.1pp | 78.10%-52.1pp | 345.32%-319.3pp |
| Employer contribution / active EE | $10,099 | $3,139+221.8% | $2,854+253.8% | $4,762+112.1% |
| Participant deferral / active EE | $5,604 | $4,281+30.9% | $3,885+44.2% | $5,850-4.2% |
| Admin fee / account holder | $7 | $6,171-99.9% | $5,351-99.9% | $11,596-99.9% |