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 | $56,235 | $227,553-75.3% | $189,557-70.3% | $167,490-66.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.75% | 78.40%-62.7pp | 64.17%-48.4pp | 478.56%-462.8pp |
| Employer contribution / active EE | $3,511 | $5,316-34.0% | $4,412-20.4% | $4,837-27.4% |
| Participant deferral / active EE | $11,969 | $7,002+70.9% | $6,174+93.9% | $6,341+88.8% |
| Admin fee / account holder | $155 | $11,878-98.7% | $9,807-98.4% | $12,309-98.7% |