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 | $50,459 | $142,405-64.6% | $115,157-56.2% | $152,861-67.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 14.05% | 41.48%-27.4pp | 35.60%-21.5pp | 345.32%-331.3pp |
| Employer contribution / active EE | $5,716 | $4,010+42.5% | $3,179+79.8% | $4,762+20.0% |
| Participant deferral / active EE | $3,792 | $5,164-26.6% | $4,168-9.0% | $5,850-35.2% |
| Admin fee / account holder | $227 | $8,462-97.3% | $7,088-96.8% | $11,596-98.0% |