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 | $36,811 | $160,055-77.0% | $140,016-73.7% | $135,375-72.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 9.32% | 911.38%-902.1pp | 651.12%-641.8pp | 519.73%-510.4pp |
| Employer contribution / active EE | $2,562 | $6,420-60.1% | $5,606-54.3% | $4,779-46.4% |
| Participant deferral / active EE | $6,753 | $7,642-11.6% | $6,927-2.5% | $5,609+20.4% |
| Admin fee / account holder | $188 | $13,328-98.6% | $10,705-98.2% | $10,827-98.3% |