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 | $28,306 | $105,126-73.1% | $94,646-70.1% | $139,434-79.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.87% | 38.03%-20.2pp | 156.71%-138.8pp | 372.94%-355.1pp |
| Employer contribution / active EE | $6,993 | $4,106+70.3% | $3,672+90.4% | $4,751+47.2% |
| Participant deferral / active EE | $10,307 | $7,599+35.6% | $7,418+38.9% | $6,710+53.6% |
| Admin fee / account holder | $171 | $8,984-98.1% | $7,231-97.6% | $11,403-98.5% |