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 | $46,444 | $115,770-59.9% | $101,248-54.1% | $158,922-70.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.36% | 56.14%-28.8pp | 46.47%-19.1pp | 302.83%-275.5pp |
| Employer contribution / active EE | $2,471 | $4,175-40.8% | $3,660-32.5% | $4,761-48.1% |
| Participant deferral / active EE | $3,541 | $4,957-28.6% | $4,370-19.0% | $5,982-40.8% |
| Admin fee / account holder | $128 | $7,245-98.2% | $5,945-97.8% | $11,246-98.9% |