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 | $58,355 | $157,256-62.9% | $141,162-58.7% | $152,861-61.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.25% | 64.32%-36.1pp | 71.39%-43.1pp | 345.32%-317.1pp |
| Employer contribution / active EE | $7,267 | $5,261+38.1% | $4,735+53.5% | $4,762+52.6% |
| Participant deferral / active EE | $11,233 | $7,109+58.0% | $6,709+67.4% | $5,850+92.0% |
| Admin fee / account holder | $115 | $12,120-99.0% | $10,261-98.9% | $11,596-99.0% |