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 | $75,273 | $176,377-57.3% | $134,143-43.9% | $158,922-52.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.12% | 63.63%-59.5pp | 36.33%-32.2pp | 302.83%-298.7pp |
| Employer contribution / active EE | $2,112 | $5,040-58.1% | $3,704-43.0% | $4,761-55.6% |
| Participant deferral / active EE | $2,108 | $4,091-48.5% | $3,499-39.8% | $5,982-64.8% |
| Admin fee / account holder | $40 | $8,718-99.5% | $6,684-99.4% | $11,246-99.6% |