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 | $40,199 | $152,587-73.7% | $125,175-67.9% | $152,861-73.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.98% | 54.84%-30.9pp | 43.79%-19.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $4,880 | $4,946-1.3% | $3,865+26.2% | $4,762+2.5% |
| Participant deferral / active EE | $14,666 | $5,868+149.9% | $4,937+197.1% | $5,850+150.7% |
| Admin fee / account holder | $104 | $13,434-99.2% | $9,702-98.9% | $11,596-99.1% |