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 9-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 | $27,119 | $85,766-68.4% | $136,294-80.1% | $70,131-61.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 25.28% | 31.45%-6.2pp | 5155.94%-5130.7pp | 73.14%-47.9pp |
| Employer contribution / active EE | $4,784 | $2,966+61.3% | $4,695+1.9% | $2,342+104.2% |
| Participant deferral / active EE | $9,274 | $5,051+83.6% | $6,247+48.4% | $3,332+178.3% |
| Admin fee / account holder | $144 | $5,420-97.4% | $9,243-98.4% | $4,645-96.9% |