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 | $50,023 | $103,376-51.6% | $87,100-42.6% | $152,861-67.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 25.01% | 28.10%-3.1pp | 28.19%-3.2pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,219 | $3,220-31.1% | $2,521-12.0% | $4,762-53.4% |
| Participant deferral / active EE | $9,474 | $4,778+98.3% | $4,049+134.0% | $5,850+62.0% |
| Admin fee / account holder | $18 | $12,205-99.9% | $7,497-99.8% | $11,596-99.8% |