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 | $66,598 | $162,781-59.1% | $133,956-50.3% | $158,922-58.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 29.93% | 41.94%-12.0pp | 45.09%-15.2pp | 302.83%-272.9pp |
| Employer contribution / active EE | $7,794 | $4,975+56.7% | $3,919+98.9% | $4,761+63.7% |
| Participant deferral / active EE | $21,916 | $5,911+270.8% | $5,048+334.2% | $5,982+266.4% |
| Admin fee / account holder | $17 | $11,736-99.9% | $8,927-99.8% | $11,246-99.8% |