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 | $58,849 | $97,757-39.8% | $83,848-29.8% | $135,375-56.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.17% | 1287.37%-1282.2pp | 850.88%-845.7pp | 519.73%-514.6pp |
| Employer contribution / active EE | $7,335 | $4,222+73.7% | $3,631+102.0% | $4,779+53.5% |
| Participant deferral / active EE | $12,007 | $4,682+156.4% | $4,082+194.2% | $5,609+114.1% |
| Admin fee / account holder | $51 | $6,674-99.2% | $5,478-99.1% | $10,827-99.5% |