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 | $94,135 | $74,888+25.7% | $71,209+32.2% | $142,382-33.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.75% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,075 | $2,854+7.7% | $2,721+13.0% | $4,299-28.5% |
| Participant deferral / active EE | $6,067 | $4,454+36.2% | $4,175+45.3% | $6,507-6.8% |
| Admin fee / account holder | $121 | $5,568-97.8% | $5,349-97.7% | $12,624-99.0% |