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 | $49,256 | $158,398-68.9% | $126,539-61.1% | $142,382-65.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.09% | 593.76%-569.7pp | 425.95%-401.9pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,286 | $4,650-50.8% | $3,674-37.8% | $4,299-46.8% |
| Participant deferral / active EE | $7,684 | $4,767+61.2% | $4,083+88.2% | $6,507+18.1% |
| Admin fee / account holder | $180 | $6,918-97.4% | $6,065-97.0% | $12,624-98.6% |