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 | $35,878 | $226,064-84.1% | $182,532-80.3% | $152,861-76.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.11% | 192.51%-168.4pp | 148.54%-124.4pp | 345.32%-321.2pp |
| Employer contribution / active EE | $775 | $4,978-84.4% | $4,076-81.0% | $4,762-83.7% |
| Participant deferral / active EE | $7,622 | $6,368+19.7% | $5,524+38.0% | $5,850+30.3% |
| Admin fee / account holder | $222 | $10,703-97.9% | $8,592-97.4% | $11,596-98.1% |