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 | $68,074 | $118,849-42.7% | $96,562-29.5% | $167,490-59.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 22.96% | 50.49%-27.5pp | 37.78%-14.8pp | 478.56%-455.6pp |
| Employer contribution / active EE | $9,140 | $3,120+193.0% | $2,356+287.9% | $4,837+88.9% |
| Participant deferral / active EE | $2,350 | $4,616-49.1% | $3,849-38.9% | $6,341-62.9% |
| Admin fee / account holder | $275 | $8,065-96.6% | $6,181-95.6% | $12,309-97.8% |