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 | $42,899 | $100,852-57.5% | $90,404-52.5% | $158,922-73.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.76% | 1724.20%-1702.4pp | 1293.02%-1271.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $4,596 | $3,689+24.6% | $3,262+40.9% | $4,761-3.5% |
| Participant deferral / active EE | $3,919 | $4,348-9.9% | $3,963-1.1% | $5,982-34.5% |
| Admin fee / account holder | $300 | $6,501-95.4% | $5,611-94.7% | $11,246-97.3% |