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 | $49,195 | $98,750-50.2% | $149,696-67.1% | $79,858-38.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.86% | 27.43%-6.6pp | 276.60%-255.7pp | 31.71%-10.9pp |
| Employer contribution / active EE | $2,574 | $3,216-20.0% | $4,644-44.6% | $2,471+4.2% |
| Participant deferral / active EE | $2,684 | $5,680-52.8% | $6,842-60.8% | $3,740-28.2% |
| Admin fee / account holder | $124 | $6,053-98.0% | $9,309-98.7% | $5,306-97.7% |