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 | $38,663 | $169,032-77.1% | $129,207-70.1% | $145,922-73.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.99% | 14330.11%-14316.1pp | 9417.33%-9403.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,689 | $5,537-33.4% | $4,153-11.2% | $4,660-20.8% |
| Participant deferral / active EE | $4,998 | $4,987+0.2% | $4,168+19.9% | $6,688-25.3% |
| Admin fee / account holder | $60 | $9,954-99.4% | $7,715-99.2% | $13,397-99.6% |