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 | $88,310 | $148,534-40.5% | $135,903-35.0% | $139,434-36.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.62% | 79.19%-57.6pp | 68.23%-46.6pp | 372.94%-351.3pp |
| Employer contribution / active EE | $2,900 | $5,243-44.7% | $4,856-40.3% | $4,751-39.0% |
| Participant deferral / active EE | $7,170 | $8,100-11.5% | $7,758-7.6% | $6,710+6.9% |
| Admin fee / account holder | $132 | $12,400-98.9% | $10,762-98.8% | $11,403-98.8% |