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 | $52,779 | $124,185-57.5% | $108,410-51.3% | $167,490-68.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.70% | 1379.64%-1358.9pp | 905.27%-884.6pp | 478.56%-457.9pp |
| Employer contribution / active EE | $2,675 | $4,187-36.1% | $3,558-24.8% | $4,837-44.7% |
| Participant deferral / active EE | $3,803 | $6,908-45.0% | $6,563-42.1% | $6,341-40.0% |
| Admin fee / account holder | $235 | $9,455-97.5% | $7,295-96.8% | $12,309-98.1% |