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 | $71,877 | $127,777-43.7% | $106,548-32.5% | $167,490-57.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 22.21% | 33.87%-11.7pp | 26.80%-4.6pp | 478.56%-456.4pp |
| Employer contribution / active EE | $6,810 | $3,427+98.7% | $2,819+141.6% | $4,837+40.8% |
| Participant deferral / active EE | $14,834 | $5,087+191.6% | $4,398+237.3% | $6,341+133.9% |
| Admin fee / account holder | $23 | $11,228-99.8% | $7,407-99.7% | $12,309-99.8% |