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 | $51,277 | $176,377-70.9% | $134,143-61.8% | $158,922-67.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.91% | 63.63%-49.7pp | 36.33%-22.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,411 | $5,040-72.0% | $3,704-61.9% | $4,761-70.4% |
| Participant deferral / active EE | $2,595 | $4,091-36.6% | $3,499-25.8% | $5,982-56.6% |
| Admin fee / account holder | $164 | $8,718-98.1% | $6,684-97.6% | $11,246-98.5% |