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 | $46,875 | $226,064-79.3% | $182,532-74.3% | $152,861-69.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.95% | 192.51%-171.6pp | 148.54%-127.6pp | 345.32%-324.4pp |
| Employer contribution / active EE | $3,169 | $4,978-36.3% | $4,076-22.3% | $4,762-33.5% |
| Participant deferral / active EE | $5,410 | $6,368-15.0% | $5,524-2.1% | $5,850-7.5% |
| Admin fee / account holder | $121 | $10,703-98.9% | $8,592-98.6% | $11,596-99.0% |