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 | $54,464 | $89,355-39.0% | $141,162-61.4% | $72,985-25.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.53% | 111.85%-86.3pp | 71.39%-45.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $5,191 | $3,114+66.7% | $4,735+9.6% | $2,440+112.8% |
| Participant deferral / active EE | $5,254 | $5,418-3.0% | $6,709-21.7% | $3,607+45.7% |
| Admin fee / account holder | $166 | $5,958-97.2% | $10,261-98.4% | $5,124-96.8% |