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 | $42,323 | $165,335-74.4% | $149,696-71.7% | $158,922-73.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.43% | 348.15%-323.7pp | 276.60%-252.2pp | 302.83%-278.4pp |
| Employer contribution / active EE | $7,017 | $5,103+37.5% | $4,644+51.1% | $4,761+47.4% |
| Participant deferral / active EE | $3,891 | $7,181-45.8% | $6,842-43.1% | $5,982-35.0% |
| Admin fee / account holder | $50 | $10,807-99.5% | $9,309-99.5% | $11,246-99.6% |