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 | $81,463 | $111,724-27.1% | $93,606-13.0% | $145,922-44.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 31.22% | 202.98%-171.8pp | 133.20%-102.0pp | 561.29%-530.1pp |
| Employer contribution / active EE | $2,690 | $3,090-12.9% | $2,420+11.2% | $4,660-42.3% |
| Participant deferral / active EE | $3,246 | $4,912-33.9% | $4,411-26.4% | $6,688-51.5% |
| Admin fee / account holder | $207 | $10,250-98.0% | $8,285-97.5% | $13,397-98.5% |