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 | $44,542 | $156,846-71.6% | $121,098-63.2% | $139,434-68.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 1474.56%-1461.2pp | 985.75%-972.4pp | 372.94%-359.6pp |
| Employer contribution / active EE | $4,418 | $5,536-20.2% | $4,164+6.1% | $4,751-7.0% |
| Participant deferral / active EE | $3,385 | $4,844-30.1% | $4,080-17.0% | $6,710-49.6% |
| Admin fee / account holder | $140 | $6,946-98.0% | $5,644-97.5% | $11,403-98.8% |