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 | $49,320 | $165,335-70.2% | $149,696-67.1% | $158,922-69.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 63.59% | 348.15%-284.6pp | 276.60%-213.0pp | 302.83%-239.2pp |
| Employer contribution / active EE | $5,111 | $5,103+0.2% | $4,644+10.0% | $4,761+7.3% |
| Participant deferral / active EE | $7,292 | $7,181+1.5% | $6,842+6.6% | $5,982+21.9% |
| Admin fee / account holder | $35 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |