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 | $37,232 | $107,334-65.3% | $92,893-59.9% | $152,861-75.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.44% | 145.58%-122.1pp | 109.41%-86.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,905 | $4,221-7.5% | $3,653+6.9% | $4,762-18.0% |
| Participant deferral / active EE | $6,973 | $4,845+43.9% | $4,236+64.6% | $5,850+19.2% |
| Admin fee / account holder | $140 | $7,079-98.0% | $5,794-97.6% | $11,596-98.8% |