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 | $37,087 | $210,648-82.4% | $177,989-79.2% | $145,922-74.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.64% | 385.86%-373.2pp | 294.48%-281.8pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,498 | $4,565-67.2% | $3,949-62.1% | $4,660-67.9% |
| Participant deferral / active EE | $2,958 | $6,958-57.5% | $6,276-52.9% | $6,688-55.8% |
| Admin fee / account holder | $242 | $12,013-98.0% | $10,363-97.7% | $13,397-98.2% |