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 | $38,405 | $183,963-79.1% | $162,163-76.3% | $152,861-74.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.64% | 150.76%-128.1pp | 115.59%-93.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,139 | $6,371-66.4% | $5,614-61.9% | $4,762-55.1% |
| Participant deferral / active EE | $4,174 | $8,034-48.0% | $7,298-42.8% | $5,850-28.7% |
| Admin fee / account holder | $97 | $13,121-99.3% | $10,843-99.1% | $11,596-99.2% |