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 | $67,224 | $104,907-35.9% | $84,611-20.5% | $152,861-56.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.80% | 373.79%-351.0pp | 258.74%-235.9pp | 345.32%-322.5pp |
| Employer contribution / active EE | $23,664 | $3,302+616.7% | $2,652+792.3% | $4,762+396.9% |
| Participant deferral / active EE | $9,952 | $4,688+112.3% | $3,899+155.3% | $5,850+70.1% |
| Admin fee / account holder | $158 | $6,241-97.5% | $4,912-96.8% | $11,596-98.6% |