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 | $68,381 | $226,064-69.8% | $182,532-62.5% | $152,861-55.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.18% | 192.51%-171.3pp | 148.54%-127.4pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,161 | $4,978-56.6% | $4,076-47.0% | $4,762-54.6% |
| Participant deferral / active EE | $6,059 | $6,368-4.9% | $5,524+9.7% | $5,850+3.6% |
| Admin fee / account holder | $256 | $10,703-97.6% | $8,592-97.0% | $11,596-97.8% |