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 | $83,142 | $133,922-37.9% | $116,228-28.5% | $142,382-41.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.14% | 147.76%-136.6pp | 90.06%-78.9pp | 217.08%-205.9pp |
| Employer contribution / active EE | $4,598 | $3,446+33.4% | $2,994+53.5% | $4,299+6.9% |
| Participant deferral / active EE | $2,568 | $5,672-54.7% | $4,953-48.2% | $6,507-60.5% |
| Admin fee / account holder | $71 | $14,945-99.5% | $11,989-99.4% | $12,624-99.4% |