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 | $87,421 | $102,616-14.8% | $81,983+6.6% | $158,922-45.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 22.27% | 61.04%-38.8pp | 41.31%-19.0pp | 302.83%-280.6pp |
| Employer contribution / active EE | $2,777 | $3,240-14.3% | $2,498+11.2% | $4,761-41.7% |
| Participant deferral / active EE | $8,869 | $4,648+90.8% | $3,722+138.3% | $5,982+48.3% |
| Admin fee / account holder | $6 | $8,235-99.9% | $5,664-99.9% | $11,246-99.9% |