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 | $56,675 | $185,822-69.5% | $169,993-66.7% | $139,434-59.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.07% | 60.50%-43.4pp | 53.37%-36.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,207 | $7,590-70.9% | $6,785-67.5% | $4,751-53.5% |
| Participant deferral / active EE | $9,043 | $11,622-22.2% | $10,408-13.1% | $6,710+34.8% |
| Admin fee / account holder | $215 | $15,381-98.6% | $12,815-98.3% | $11,403-98.1% |