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 | $28,467 | $180,449-84.2% | $154,107-81.5% | $135,375-79.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 25.33% | 888.09%-862.8pp | 735.12%-709.8pp | 519.73%-494.4pp |
| Employer contribution / active EE | $1,709 | $6,035-71.7% | $5,298-67.7% | $4,779-64.2% |
| Participant deferral / active EE | $5,521 | $5,806-4.9% | $5,081+8.7% | $5,609-1.6% |
| Admin fee / account holder | $174 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |