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 | $40,802 | $209,411-80.5% | $178,490-77.1% | $158,922-74.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.85% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,843 | $5,706-32.7% | $5,011-23.3% | $4,761-19.3% |
| Participant deferral / active EE | $2,048 | $5,954-65.6% | $5,202-60.6% | $5,982-65.8% |
| Admin fee / account holder | $51 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |