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 | $53,522 | $106,890-49.9% | $84,015-36.3% | $152,861-65.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.47% | 104.99%-82.5pp | 71.31%-48.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $10,788 | $2,734+294.5% | $1,983+443.9% | $4,762+126.5% |
| Participant deferral / active EE | $7,157 | $4,011+78.4% | $3,239+121.0% | $5,850+22.3% |
| Admin fee / account holder | $237 | $8,285-97.1% | $6,101-96.1% | $11,596-98.0% |