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 | $61,356 | $104,907-41.5% | $84,611-27.5% | $152,861-59.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 13.35% | 373.79%-360.4pp | 258.74%-245.4pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,670 | $3,302-49.4% | $2,652-37.0% | $4,762-64.9% |
| Participant deferral / active EE | $3,761 | $4,688-19.8% | $3,899-3.5% | $5,850-35.7% |
| Admin fee / account holder | $138 | $6,241-97.8% | $4,912-97.2% | $11,596-98.8% |