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 | $42,620 | $109,982-61.2% | $97,226-56.2% | $145,922-70.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.62% | 242.90%-229.3pp | 75.13%-61.5pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,388 | $3,084+9.9% | $2,729+24.2% | $4,660-27.3% |
| Participant deferral / active EE | $2,780 | $4,676-40.6% | $4,264-34.8% | $6,688-58.4% |
| Admin fee / account holder | $59 | $6,221-99.1% | $5,654-99.0% | $13,397-99.6% |