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 | $63,383 | $105,126-39.7% | $94,646-33.0% | $139,434-54.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.72% | 38.03%-21.3pp | 156.71%-140.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $4,500 | $4,106+9.6% | $3,672+22.6% | $4,751-5.3% |
| Participant deferral / active EE | $3,270 | $7,599-57.0% | $7,418-55.9% | $6,710-51.3% |
| Admin fee / account holder | $169 | $8,984-98.1% | $7,231-97.7% | $11,403-98.5% |