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 | $68,883 | $102,966-33.1% | $90,281-23.7% | $152,861-54.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.77% | 95.16%-73.4pp | 78.10%-56.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,870 | $3,139+23.3% | $2,854+35.6% | $4,762-18.7% |
| Participant deferral / active EE | $9,306 | $4,281+117.3% | $3,885+139.5% | $5,850+59.1% |
| Admin fee / account holder | $86 | $6,171-98.6% | $5,351-98.4% | $11,596-99.3% |