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 | $30,445 | $115,770-73.7% | $101,248-69.9% | $158,922-80.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.82% | 56.14%-45.3pp | 46.47%-35.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,529 | $4,175-39.4% | $3,660-30.9% | $4,761-46.9% |
| Participant deferral / active EE | $5,879 | $4,957+18.6% | $4,370+34.5% | $5,982-1.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |