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 | $91,487 | $179,726-49.1% | $156,263-41.5% | $142,382-35.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.54% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $9,554 | $5,069+88.5% | $4,333+120.5% | $4,299+122.2% |
| Participant deferral / active EE | $7,918 | $6,956+13.8% | $6,158+28.6% | $6,507+21.7% |
| Admin fee / account holder | $150 | $17,272-99.1% | $14,255-98.9% | $12,624-98.8% |