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 | $57,462 | $81,632-29.6% | $70,449-18.4% | $158,922-63.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 25.67% | 208.40%-182.7pp | 109.03%-83.4pp | 302.83%-277.2pp |
| Employer contribution / active EE | $1,327 | $3,217-58.8% | $2,737-51.5% | $4,761-72.1% |
| Participant deferral / active EE | $4,948 | $4,554+8.7% | $3,709+33.4% | $5,982-17.3% |
| Admin fee / account holder | $10 | $6,193-99.8% | $3,845-99.7% | $11,246-99.9% |