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 | $49,056 | $99,652-50.8% | $78,778-37.7% | $147,584-66.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.15% | 47.28%-34.1pp | 35.62%-22.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $9,316 | $2,796+233.2% | $1,986+369.2% | $4,876+91.0% |
| Participant deferral / active EE | $5,478 | $3,664+49.5% | $2,958+85.2% | $5,439+0.7% |
| Admin fee / account holder | $10 | $7,155-99.9% | $5,134-99.8% | $10,885-99.9% |