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 | $87,588 | $175,202-50.0% | $149,673-41.5% | $139,434-37.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.02% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,376 | $5,474-56.6% | $4,818-50.7% | $4,751-50.0% |
| Participant deferral / active EE | $6,691 | $6,519+2.6% | $5,680+17.8% | $6,710-0.3% |
| Admin fee / account holder | $22 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |