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 | $52,711 | $65,696-19.8% | $56,429-6.6% | $147,584-64.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 22.29% | 13.32%+9.0pp | 19.04%+3.2pp | 578.55%-556.3pp |
| Employer contribution / active EE | $5,812 | $4,121+41.0% | $3,405+70.7% | $4,876+19.2% |
| Participant deferral / active EE | $10,276 | $4,876+110.8% | $3,951+160.1% | $5,439+88.9% |
| Admin fee / account holder | $0 | $5,947-100.0% | $4,466-100.0% | $10,885-100.0% |