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 9-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 | $44,364 | $165,335-73.2% | $149,696-70.4% | $158,922-72.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.68% | 348.15%-322.5pp | 276.60%-250.9pp | 302.83%-277.1pp |
| Employer contribution / active EE | $3,295 | $5,103-35.4% | $4,644-29.1% | $4,761-30.8% |
| Participant deferral / active EE | $9,018 | $7,181+25.6% | $6,842+31.8% | $5,982+50.7% |
| Admin fee / account holder | $140 | $10,807-98.7% | $9,309-98.5% | $11,246-98.8% |