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 | $53,323 | $109,327-51.2% | $89,391-40.3% | $158,922-66.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.71% | 345.68%-335.0pp | 245.62%-234.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $14,618 | $3,170+361.2% | $2,586+465.4% | $4,761+207.0% |
| Participant deferral / active EE | $12,259 | $4,598+166.6% | $3,890+215.1% | $5,982+104.9% |
| Admin fee / account holder | $183 | $6,153-97.0% | $4,881-96.3% | $11,246-98.4% |