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 | $64,567 | $99,652-35.2% | $78,778-18.0% | $147,584-56.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.63% | 47.28%-32.7pp | 35.62%-21.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,583 | $2,796-7.6% | $1,986+30.1% | $4,876-47.0% |
| Participant deferral / active EE | $9,582 | $3,664+161.6% | $2,958+223.9% | $5,439+76.2% |
| Admin fee / account holder | $14 | $7,155-99.8% | $5,134-99.7% | $10,885-99.9% |