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 | $34,076 | $202,318-83.2% | $172,739-80.3% | $152,861-77.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 30.16% | 1029.65%-999.5pp | 802.84%-772.7pp | 345.32%-315.2pp |
| Employer contribution / active EE | $2,397 | $5,856-59.1% | $5,143-53.4% | $4,762-49.7% |
| Participant deferral / active EE | $5,033 | $5,948-15.4% | $5,198-3.2% | $5,850-14.0% |
| Admin fee / account holder | $19 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |