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 | $68,808 | $118,849-42.1% | $96,562-28.7% | $167,490-58.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 29.16% | 50.49%-21.3pp | 37.78%-8.6pp | 478.56%-449.4pp |
| Employer contribution / active EE | $20,778 | $3,120+566.1% | $2,356+781.7% | $4,837+329.5% |
| Participant deferral / active EE | $15,397 | $4,616+233.5% | $3,849+300.0% | $6,341+142.8% |
| Admin fee / account holder | $130 | $8,065-98.4% | $6,181-97.9% | $12,309-98.9% |