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 | $51,539 | $109,327-52.9% | $89,391-42.3% | $158,922-67.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.70% | 345.68%-327.0pp | 245.62%-226.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,073 | $3,170-34.6% | $2,586-19.8% | $4,761-56.5% |
| Participant deferral / active EE | $1,231 | $4,598-73.2% | $3,890-68.3% | $5,982-79.4% |
| Admin fee / account holder | $15 | $6,153-99.8% | $4,881-99.7% | $11,246-99.9% |