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 | $54,148 | $144,119-62.4% | $117,854-54.1% | $147,584-63.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.25% | 531.15%-513.9pp | 335.08%-317.8pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,661 | $4,896-25.2% | $3,786-3.3% | $4,876-24.9% |
| Participant deferral / active EE | $4,203 | $5,316-20.9% | $4,482-6.2% | $5,439-22.7% |
| Admin fee / account holder | $165 | $10,886-98.5% | $8,020-97.9% | $10,885-98.5% |