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 | $66,041 | $99,020-33.3% | $86,590-23.7% | $147,584-55.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.98% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $7,645 | $3,132+144.1% | $2,839+169.2% | $4,876+56.8% |
| Participant deferral / active EE | $4,889 | $3,972+23.1% | $3,609+35.5% | $5,439-10.1% |
| Admin fee / account holder | $6 | $5,710-99.9% | $4,906-99.9% | $10,885-99.9% |