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 | $55,390 | $133,922-58.6% | $116,228-52.3% | $142,382-61.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.41% | 147.76%-133.3pp | 90.06%-75.6pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,780 | $3,446-48.4% | $2,994-40.6% | $4,299-58.6% |
| Participant deferral / active EE | $2,860 | $5,672-49.6% | $4,953-42.3% | $6,507-56.1% |
| Admin fee / account holder | $147 | $14,945-99.0% | $11,989-98.8% | $12,624-98.8% |