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 | $77,607 | $105,126-26.2% | $94,646-18.0% | $139,434-44.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.50% | 38.03%-16.5pp | 156.71%-135.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $4,612 | $4,106+12.3% | $3,672+25.6% | $4,751-2.9% |
| Participant deferral / active EE | $9,446 | $7,599+24.3% | $7,418+27.3% | $6,710+40.8% |
| Admin fee / account holder | $6 | $8,984-99.9% | $7,231-99.9% | $11,403-99.9% |