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 | $40,727 | $165,335-75.4% | $149,696-72.8% | $158,922-74.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.74% | 348.15%-324.4pp | 276.60%-252.9pp | 302.83%-279.1pp |
| Employer contribution / active EE | $4,595 | $5,103-9.9% | $4,644-1.1% | $4,761-3.5% |
| Participant deferral / active EE | $8,114 | $7,181+13.0% | $6,842+18.6% | $5,982+35.6% |
| Admin fee / account holder | $217 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |