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 | $69,585 | $107,334-35.2% | $92,893-25.1% | $152,861-54.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.90% | 145.58%-120.7pp | 109.41%-84.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,462 | $4,221-41.7% | $3,653-32.6% | $4,762-48.3% |
| Participant deferral / active EE | $5,728 | $4,845+18.2% | $4,236+35.2% | $5,850-2.1% |
| Admin fee / account holder | $226 | $7,079-96.8% | $5,794-96.1% | $11,596-98.1% |