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 | $44,487 | $168,632-73.6% | $147,614-69.9% | $125,391-64.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.28% | 77.65%-76.4pp | 61.98%-60.7pp | 282.22%-280.9pp |
| Employer contribution / active EE | $11,365 | $6,252+81.8% | $5,564+104.2% | $4,866+133.6% |
| Participant deferral / active EE | $8,189 | $5,507+48.7% | $4,895+67.3% | $5,352+53.0% |
| Admin fee / account holder | $1 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |