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 | $52,338 | $165,335-68.3% | $149,696-65.0% | $158,922-67.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.54% | 348.15%-333.6pp | 276.60%-262.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $4,140 | $5,103-18.9% | $4,644-10.9% | $4,761-13.0% |
| Participant deferral / active EE | $7,621 | $7,181+6.1% | $6,842+11.4% | $5,982+27.4% |
| Admin fee / account holder | $269 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |