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 | $52,276 | $144,119-63.7% | $117,854-55.6% | $147,584-64.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 21.08% | 531.15%-510.1pp | 335.08%-314.0pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,059 | $4,896-78.4% | $3,786-72.0% | $4,876-78.3% |
| Participant deferral / active EE | $6,153 | $5,316+15.7% | $4,482+37.3% | $5,439+13.1% |
| Admin fee / account holder | $22 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |