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 | $33,737 | $107,334-68.6% | $92,893-63.7% | $152,861-77.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.69% | 145.58%-122.9pp | 109.41%-86.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,068 | $4,221-51.0% | $3,653-43.4% | $4,762-56.6% |
| Participant deferral / active EE | $5,665 | $4,845+16.9% | $4,236+33.7% | $5,850-3.2% |
| Admin fee / account holder | $98 | $7,079-98.6% | $5,794-98.3% | $11,596-99.2% |