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 | $78,580 | $177,572-55.7% | $154,803-49.2% | $142,382-44.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.81% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,431 | $4,810-28.7% | $4,305-20.3% | $4,299-20.2% |
| Participant deferral / active EE | $8,108 | $6,272+29.3% | $5,540+46.3% | $6,507+24.6% |
| Admin fee / account holder | $153 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |