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 | $36,612 | $198,466-81.6% | $170,442-78.5% | $147,584-75.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.42% | 257.29%-238.9pp | 205.93%-187.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,183 | $6,184-64.7% | $5,433-59.8% | $4,876-55.2% |
| Participant deferral / active EE | $6,239 | $5,629+10.8% | $4,939+26.3% | $5,439+14.7% |
| Admin fee / account holder | $219 | $16,852-98.7% | $13,880-98.4% | $10,885-98.0% |