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 | $31,611 | $168,632-81.3% | $147,614-78.6% | $125,391-74.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 326.39% | 77.65%+248.7pp | 61.98%+264.4pp | 282.22%+44.2pp |
| Employer contribution / active EE | $1,712 | $6,252-72.6% | $5,564-69.2% | $4,866-64.8% |
| Participant deferral / active EE | $4,895 | $5,507-11.1% | $4,8950% | $5,352-8.5% |
| Admin fee / account holder | $145 | $13,580-98.9% | $11,611-98.8% | $9,540-98.5% |