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 | $85,148 | $107,334-20.7% | $92,893-8.3% | $152,861-44.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.30% | 145.58%-124.3pp | 109.41%-88.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,717 | $4,221-35.6% | $3,653-25.6% | $4,762-42.9% |
| Participant deferral / active EE | $9,938 | $4,845+105.1% | $4,236+134.6% | $5,850+69.9% |
| Admin fee / account holder | $14 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |