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 | $29,888 | $159,901-81.3% | $146,958-79.7% | $145,922-79.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.01% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,164 | $5,286-59.1% | $4,933-56.1% | $4,660-53.6% |
| Participant deferral / active EE | $12,559 | $8,428+49.0% | $8,070+55.6% | $6,688+87.8% |
| Admin fee / account holder | $201 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |