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 | $32,506 | $152,587-78.7% | $125,175-74.0% | $152,861-78.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.12% | 54.84%-37.7pp | 43.79%-26.7pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,078 | $4,946-58.0% | $3,865-46.2% | $4,762-56.4% |
| Participant deferral / active EE | $2,068 | $5,868-64.8% | $4,937-58.1% | $5,850-64.7% |
| Admin fee / account holder | $234 | $13,434-98.3% | $9,702-97.6% | $11,596-98.0% |