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 | $44,768 | $117,841-62.0% | $102,423-56.3% | $145,922-69.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.79% | 31.65%-17.9pp | 29.32%-15.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,948 | $3,615+36.9% | $3,023+63.7% | $4,660+6.2% |
| Participant deferral / active EE | $11,632 | $5,731+103.0% | $5,053+130.2% | $6,688+73.9% |
| Admin fee / account holder | $185 | $13,326-98.6% | $9,451-98.0% | $13,397-98.6% |