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 | $42,158 | $165,335-74.5% | $149,696-71.8% | $158,922-73.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.01% | 348.15%-315.1pp | 276.60%-243.6pp | 302.83%-269.8pp |
| Employer contribution / active EE | $6,032 | $5,103+18.2% | $4,644+29.9% | $4,761+26.7% |
| Participant deferral / active EE | $9,735 | $7,181+35.6% | $6,842+42.3% | $5,982+62.7% |
| Admin fee / account holder | $165 | $10,807-98.5% | $9,309-98.2% | $11,246-98.5% |