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 | $42,056 | $115,770-63.7% | $101,248-58.5% | $158,922-73.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.06% | 56.14%-45.1pp | 46.47%-35.4pp | 302.83%-291.8pp |
| Employer contribution / active EE | $15,833 | $4,175+279.3% | $3,660+332.7% | $4,761+232.6% |
| Participant deferral / active EE | $10,433 | $4,957+110.5% | $4,370+138.7% | $5,982+74.4% |
| Admin fee / account holder | $34 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |