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 | $83,781 | $102,966-18.6% | $90,281-7.2% | $152,861-45.2% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.4%+10.4pp |
| Annual return | 14.33% | 95.16%-80.8pp | 78.10%-63.8pp | 345.32%-331.0pp |
| Employer contribution / active EE | $4,677 | $3,139+49.0% | $2,854+63.9% | $4,762-1.8% |
| Participant deferral / active EE | $9,158 | $4,281+113.9% | $3,885+135.7% | $5,850+56.5% |
| Admin fee / account holder | $41 | $6,171-99.3% | $5,351-99.2% | $11,596-99.6% |