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 | $71,757 | $102,966-30.3% | $90,281-20.5% | $152,861-53.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 26.50% | 95.16%-68.7pp | 78.10%-51.6pp | 345.32%-318.8pp |
| Employer contribution / active EE | $4,086 | $3,139+30.2% | $2,854+43.1% | $4,762-14.2% |
| Participant deferral / active EE | $7,352 | $4,281+71.7% | $3,885+89.2% | $5,850+25.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |