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 | $31,658 | $169,032-81.3% | $129,207-75.5% | $145,922-78.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.99% | 14330.11%-14312.1pp | 9417.33%-9399.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,672 | $5,537-69.8% | $4,153-59.7% | $4,660-64.1% |
| Participant deferral / active EE | $6,558 | $4,987+31.5% | $4,168+57.3% | $6,688-1.9% |
| Admin fee / account holder | $119 | $9,954-98.8% | $7,715-98.5% | $13,397-99.1% |