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 9-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 | $69,792 | $217,402-67.9% | $185,823-62.4% | $167,490-58.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.81% | 148.36%-132.6pp | 122.05%-106.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $7,421 | $5,873+26.4% | $5,167+43.6% | $4,837+53.4% |
| Participant deferral / active EE | $4,470 | $6,356-29.7% | $5,568-19.7% | $6,341-29.5% |
| Admin fee / account holder | $66 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |