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 | $36,615 | $157,256-76.7% | $141,162-74.1% | $152,861-76.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.03% | 64.32%-34.3pp | 71.39%-41.4pp | 345.32%-315.3pp |
| Employer contribution / active EE | $1,376 | $5,261-73.8% | $4,735-70.9% | $4,762-71.1% |
| Participant deferral / active EE | $6,639 | $7,109-6.6% | $6,709-1.1% | $5,850+13.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |