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 | $42,794 | $121,625-64.8% | $104,607-59.1% | $158,922-73.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 64.56% | 465.26%-400.7pp | 340.46%-275.9pp | 302.83%-238.3pp |
| Employer contribution / active EE | $2,356 | $3,163-25.5% | $2,681-12.1% | $4,761-50.5% |
| Participant deferral / active EE | $3,215 | $4,177-23.0% | $3,740-14.0% | $5,982-46.3% |
| Admin fee / account holder | $16 | $7,787-99.8% | $6,473-99.8% | $11,246-99.9% |