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 | $59,055 | $107,334-45.0% | $92,893-36.4% | $152,861-61.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.42% | 145.58%-120.2pp | 109.41%-84.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,364 | $4,221-67.7% | $3,653-62.7% | $4,762-71.4% |
| Participant deferral / active EE | $2,793 | $4,845-42.3% | $4,236-34.1% | $5,850-52.3% |
| Admin fee / account holder | $51 | $7,079-99.3% | $5,794-99.1% | $11,596-99.6% |