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 | $87,923 | $90,503-2.9% | $78,689+11.7% | $273,961-67.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.37% | 75.60%-72.2pp | 62.18%-58.8pp | 41.45%-38.1pp |
| Employer contribution / active EE | $7,713 | $3,176+142.9% | $2,851+170.6% | $4,869+58.4% |
| Participant deferral / active EE | $5,745 | $3,901+47.3% | $3,517+63.4% | $5,287+8.7% |
| Admin fee / account holder | $181 | $5,263-96.6% | $4,510-96.0% | $10,132-98.2% |