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 | $93,019 | $109,982-15.4% | $97,226-4.3% | $145,922-36.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.69% | 242.90%-226.2pp | 75.13%-58.4pp | 561.29%-544.6pp |
| Employer contribution / active EE | $4,729 | $3,084+53.3% | $2,729+73.3% | $4,660+1.5% |
| Participant deferral / active EE | $5,925 | $4,676+26.7% | $4,264+39.0% | $6,688-11.4% |
| Admin fee / account holder | $30 | $6,221-99.5% | $5,654-99.5% | $13,397-99.8% |