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 | $43,369 | $107,334-59.6% | $92,893-53.3% | $152,861-71.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.81% | 145.58%-121.8pp | 109.41%-85.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $5,747 | $4,221+36.2% | $3,653+57.3% | $4,762+20.7% |
| Participant deferral / active EE | $8,898 | $4,845+83.7% | $4,236+110.1% | $5,850+52.1% |
| Admin fee / account holder | $229 | $7,079-96.8% | $5,794-96.1% | $11,596-98.0% |