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 | $47,510 | $107,934-56.0% | $91,989-48.4% | $152,861-68.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 36.34% | 89.24%-52.9pp | 69.02%-32.7pp | 345.32%-309.0pp |
| Employer contribution / active EE | $8,499 | $4,210+101.9% | $3,452+146.2% | $4,762+78.5% |
| Participant deferral / active EE | $4,743 | $6,364-25.5% | $5,923-19.9% | $5,850-18.9% |
| Admin fee / account holder | $253 | $10,520-97.6% | $7,743-96.7% | $11,596-97.8% |