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 | $34,023 | $90,348-62.3% | $75,972-55.2% | $145,922-76.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.52% | 620.88%-609.4pp | 359.55%-348.0pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,830 | $3,311-14.5% | $2,685+5.4% | $4,660-39.3% |
| Participant deferral / active EE | $3,623 | $5,162-29.8% | $4,255-14.9% | $6,688-45.8% |
| Admin fee / account holder | $19 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |