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 | $53,844 | $197,591-72.7% | $177,821-69.7% | $158,922-66.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.44% | 58.76%-47.3pp | 48.32%-36.9pp | 302.83%-291.4pp |
| Employer contribution / active EE | $3,884 | $6,697-42.0% | $5,918-34.4% | $4,761-18.4% |
| Participant deferral / active EE | $9,300 | $8,405+10.7% | $7,714+20.6% | $5,982+55.5% |
| Admin fee / account holder | $34 | $15,399-99.8% | $12,427-99.7% | $11,246-99.7% |