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 | $52,270 | $157,256-66.8% | $141,162-63.0% | $152,861-65.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.68% | 64.32%-40.6pp | 71.39%-47.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,988 | $5,261-43.2% | $4,735-36.9% | $4,762-37.3% |
| Participant deferral / active EE | $12,063 | $7,109+69.7% | $6,709+79.8% | $5,850+106.2% |
| Admin fee / account holder | $233 | $12,120-98.1% | $10,261-97.7% | $11,596-98.0% |