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 | $28,421 | $57,281-50.4% | $86,612-67.2% | $75,163-62.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.85% | 2670.75%-2650.9pp | 591.07%-571.2pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,787 | $2,314+20.4% | $3,022-7.8% | $2,670+4.4% |
| Participant deferral / active EE | $5,011 | $3,318+51.1% | $4,438+12.9% | $4,125+21.5% |
| Admin fee / account holder | $147 | $4,112-96.4% | $5,614-97.4% | $5,651-97.4% |