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 | $19,923 | $105,998-81.2% | $92,233-78.4% | $147,584-86.5% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 18.56% | 50.05%-31.5pp | 176.28%-157.7pp | 578.55%-560.0pp |
| Employer contribution / active EE | $6,062 | $4,333+39.9% | $3,679+64.8% | $4,876+24.3% |
| Participant deferral / active EE | $3,678 | $4,478-17.9% | $3,897-5.6% | $5,439-32.4% |
| Admin fee / account holder | $217 | $6,332-96.6% | $5,194-95.8% | $10,885-98.0% |