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 | $65,374 | $226,064-71.1% | $182,532-64.2% | $152,861-57.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.80% | 192.51%-172.7pp | 148.54%-128.7pp | 345.32%-325.5pp |
| Employer contribution / active EE | $3,008 | $4,978-39.6% | $4,076-26.2% | $4,762-36.8% |
| Participant deferral / active EE | $3,155 | $6,368-50.4% | $5,524-42.9% | $5,850-46.1% |
| Admin fee / account holder | $265 | $10,703-97.5% | $8,592-96.9% | $11,596-97.7% |