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 | $88,644 | $135,952-34.8% | $123,892-28.5% | $273,961-67.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.68% | 56.63%-48.9pp | 47.52%-39.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,206 | $5,170-57.3% | $4,617-52.2% | $4,869-54.7% |
| Participant deferral / active EE | $7,854 | $6,343+23.8% | $5,984+31.2% | $5,287+48.5% |
| Admin fee / account holder | $15 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |