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 | $54,711 | $107,334-49.0% | $92,893-41.1% | $152,861-64.2% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 26.55% | 145.58%-119.0pp | 109.41%-82.9pp | 345.32%-318.8pp |
| Employer contribution / active EE | $4,454 | $4,221+5.5% | $3,653+21.9% | $4,762-6.5% |
| Participant deferral / active EE | $11,709 | $4,845+141.7% | $4,236+176.4% | $5,850+100.2% |
| Admin fee / account holder | $297 | $7,079-95.8% | $5,794-94.9% | $11,596-97.4% |