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 | $90,266 | $115,770-22.0% | $101,248-10.8% | $158,922-43.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.74% | 56.14%-36.4pp | 46.47%-26.7pp | 302.83%-283.1pp |
| Employer contribution / active EE | $2,880 | $4,175-31.0% | $3,660-21.3% | $4,761-39.5% |
| Participant deferral / active EE | $3,789 | $4,957-23.6% | $4,370-13.3% | $5,982-36.7% |
| Admin fee / account holder | $10 | $7,245-99.9% | $5,945-99.8% | $11,246-99.9% |