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 | $43,662 | $133,922-67.4% | $116,228-62.4% | $142,382-69.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.54% | 147.76%-130.2pp | 90.06%-72.5pp | 217.08%-199.5pp |
| Employer contribution / active EE | $5,810 | $3,446+68.6% | $2,994+94.0% | $4,299+35.1% |
| Participant deferral / active EE | $8,924 | $5,672+57.3% | $4,953+80.2% | $6,507+37.1% |
| Admin fee / account holder | $294 | $14,945-98.0% | $11,989-97.6% | $12,624-97.7% |