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 | $44,265 | $90,600-51.1% | $79,464-44.3% | $135,375-67.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 6.82% | 977.43%-970.6pp | 718.14%-711.3pp | 519.73%-512.9pp |
| Employer contribution / active EE | $1,531 | $3,068-50.1% | $2,800-45.3% | $4,779-68.0% |
| Participant deferral / active EE | $4,208 | $4,050+3.9% | $3,704+13.6% | $5,609-25.0% |
| Admin fee / account holder | $192 | $5,907-96.7% | $5,113-96.2% | $10,827-98.2% |