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 | $52,892 | $99,652-46.9% | $78,778-32.9% | $147,584-64.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.91% | 47.28%-32.4pp | 35.62%-20.7pp | 578.55%-563.6pp |
| Employer contribution / active EE | $5,055 | $2,796+80.8% | $1,986+154.6% | $4,876+3.7% |
| Participant deferral / active EE | $5,103 | $3,664+39.3% | $2,958+72.5% | $5,439-6.2% |
| Admin fee / account holder | $232 | $7,155-96.8% | $5,134-95.5% | $10,885-97.9% |