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 | $35,727 | $103,376-65.4% | $87,100-59.0% | $152,861-76.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 49.08% | 28.10%+21.0pp | 28.19%+20.9pp | 345.32%-296.2pp |
| Employer contribution / active EE | $4,199 | $3,220+30.4% | $2,521+66.5% | $4,762-11.8% |
| Participant deferral / active EE | $6,763 | $4,778+41.6% | $4,049+67.0% | $5,850+15.6% |
| Admin fee / account holder | $7 | $12,205-99.9% | $7,497-99.9% | $11,596-99.9% |