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 | $38,580 | $105,859-63.6% | $90,160-57.2% | $147,584-73.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 54.65% | 37.63%+17.0pp | 34.88%+19.8pp | 578.55%-523.9pp |
| Employer contribution / active EE | $11,769 | $4,126+185.2% | $3,318+254.7% | $4,876+141.4% |
| Participant deferral / active EE | $8,117 | $5,733+41.6% | $5,288+53.5% | $5,439+49.2% |
| Admin fee / account holder | $14 | $8,046-99.8% | $5,943-99.8% | $10,885-99.9% |