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 | $87,485 | $150,187-41.7% | $120,354-27.3% | $145,922-40.0% |
| Participation rate | 90.0% | 78.8%+11.2pp | 71.9%+18.1pp | 80.3%+9.7pp |
| Annual return | 12.61% | 154.07%-141.5pp | 107.15%-94.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,500 | $4,348-42.5% | $3,463-27.8% | $4,660-46.4% |
| Participant deferral / active EE | $3,390 | $6,173-45.1% | $4,991-32.1% | $6,688-49.3% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |