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 | $49,686 | $70,606-29.6% | $53,898-7.8% | $142,382-65.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.73% | 619.81%-602.1pp | 528.60%-510.9pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,763 | $1,202+129.8% | $932+196.4% | $4,299-35.7% |
| Participant deferral / active EE | $4,138 | $2,364+75.1% | $1,826+126.6% | $6,507-36.4% |
| Admin fee / account holder | $173 | $2,852-94.0% | $2,491-93.1% | $12,624-98.6% |