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 | $83,076 | $180,449-54.0% | $154,107-46.1% | $135,375-38.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.39% | 888.09%-884.7pp | 735.12%-731.7pp | 519.73%-516.3pp |
| Employer contribution / active EE | $2,701 | $6,035-55.2% | $5,298-49.0% | $4,779-43.5% |
| Participant deferral / active EE | $6,307 | $5,806+8.6% | $5,081+24.1% | $5,609+12.4% |
| Admin fee / account holder | $46 | $16,143-99.7% | $13,411-99.7% | $10,827-99.6% |