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 | $61,452 | $133,922-54.1% | $116,228-47.1% | $142,382-56.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.07% | 147.76%-131.7pp | 90.06%-74.0pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,184 | $3,446-65.6% | $2,994-60.5% | $4,299-72.5% |
| Participant deferral / active EE | $4,481 | $5,672-21.0% | $4,953-9.5% | $6,507-31.1% |
| Admin fee / account holder | $166 | $14,945-98.9% | $11,989-98.6% | $12,624-98.7% |