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 | $93,476 | $183,963-49.2% | $162,163-42.4% | $152,861-38.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.86% | 150.76%-133.9pp | 115.59%-98.7pp | 345.32%-328.5pp |
| Employer contribution / active EE | $10,283 | $6,371+61.4% | $5,614+83.2% | $4,762+115.9% |
| Participant deferral / active EE | $8,766 | $8,034+9.1% | $7,298+20.1% | $5,850+49.8% |
| Admin fee / account holder | $67 | $13,121-99.5% | $10,843-99.4% | $11,596-99.4% |