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 9-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 | $22,930 | $138,065-83.4% | $123,544-81.4% | $135,375-83.1% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | 12.84% | 153.68%-140.8pp | 119.20%-106.4pp | 519.73%-506.9pp |
| Employer contribution / active EE | $4,094 | $5,151-20.5% | $4,628-11.5% | $4,779-14.3% |
| Participant deferral / active EE | $10,655 | $6,799+56.7% | $6,426+65.8% | $5,609+90.0% |
| Admin fee / account holder | $61 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |