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 | $59,479 | $198,466-70.0% | $170,442-65.1% | $147,584-59.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.66% | 257.29%-241.6pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $4,291 | $6,184-30.6% | $5,433-21.0% | $4,876-12.0% |
| Participant deferral / active EE | $1,979 | $5,629-64.9% | $4,939-59.9% | $5,439-63.6% |
| Admin fee / account holder | $32 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |