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 | $67,338 | $209,411-67.8% | $178,490-62.3% | $158,922-57.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.54% | 188.75%-178.2pp | 151.07%-140.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $7,999 | $5,706+40.2% | $5,011+59.6% | $4,761+68.0% |
| Participant deferral / active EE | $4,423 | $5,954-25.7% | $5,202-15.0% | $5,982-26.1% |
| Admin fee / account holder | $225 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |