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 | $67,061 | $217,402-69.2% | $185,823-63.9% | $167,490-60.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.90% | 148.36%-126.5pp | 122.05%-100.1pp | 478.56%-456.7pp |
| Employer contribution / active EE | $3,637 | $5,873-38.1% | $5,167-29.6% | $4,837-24.8% |
| Participant deferral / active EE | $9,318 | $6,356+46.6% | $5,568+67.4% | $6,341+46.9% |
| Admin fee / account holder | $12 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |