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 | $35,296 | $165,335-78.7% | $149,696-76.4% | $158,922-77.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.81% | 348.15%-330.3pp | 276.60%-258.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,152 | $5,103-38.2% | $4,644-32.1% | $4,761-33.8% |
| Participant deferral / active EE | $6,996 | $7,181-2.6% | $6,842+2.3% | $5,982+17.0% |
| Admin fee / account holder | $204 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |