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 9-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 | $94,076 | $124,281-24.3% | $109,143-13.8% | $167,490-43.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.12% | 26.04%-8.9pp | 25.75%-8.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $10,516 | $4,207+149.9% | $3,722+182.5% | $4,837+117.4% |
| Participant deferral / active EE | $6,531 | $5,255+24.3% | $4,653+40.4% | $6,341+3.0% |
| Admin fee / account holder | $5 | $7,970-99.9% | $6,752-99.9% | $12,309-100.0% |