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 | $61,699 | $217,402-71.6% | $185,823-66.8% | $167,490-63.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.82% | 148.36%-133.5pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $9,610 | $5,873+63.6% | $5,167+86.0% | $4,837+98.7% |
| Participant deferral / active EE | $13,063 | $6,356+105.5% | $5,568+134.6% | $6,341+106.0% |
| Admin fee / account holder | $290 | $19,811-98.5% | $16,237-98.2% | $12,309-97.6% |