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 | $43,586 | $63,346-31.2% | $92,233-52.7% | $70,131-37.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.12% | 530.12%-515.0pp | 176.28%-161.2pp | 73.14%-58.0pp |
| Employer contribution / active EE | $4,380 | $2,471+77.3% | $3,679+19.1% | $2,342+87.0% |
| Participant deferral / active EE | $3,466 | $2,854+21.4% | $3,897-11.1% | $3,332+4.0% |
| Admin fee / account holder | $47 | $3,840-98.8% | $5,194-99.1% | $4,645-99.0% |