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 5-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 | $51,912 | $106,515-51.3% | $96,683-46.3% | $139,434-62.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 26.29% | 38.43%-12.1pp | 35.69%-9.4pp | 372.94%-346.7pp |
| Employer contribution / active EE | $11,250 | $4,103+174.2% | $3,737+201.1% | $4,751+136.8% |
| Participant deferral / active EE | $14,948 | $5,454+174.1% | $4,878+206.4% | $6,710+122.8% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |