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 | $37,905 | $226,064-83.2% | $182,532-79.2% | $152,861-75.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.12% | 192.51%-175.4pp | 148.54%-131.4pp | 345.32%-328.2pp |
| Employer contribution / active EE | $3,257 | $4,978-34.6% | $4,076-20.1% | $4,762-31.6% |
| Participant deferral / active EE | $1,737 | $6,368-72.7% | $5,524-68.6% | $5,850-70.3% |
| Admin fee / account holder | $49 | $10,703-99.5% | $8,592-99.4% | $11,596-99.6% |