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 | $71,399 | $102,317-30.2% | $146,958-51.4% | $80,856-11.7% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.2%+15.0pp | 67.6%+29.5pp |
| Annual return | 14.80% | 134.76%-120.0pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,231 | $3,713-39.9% | $4,933-54.8% | $2,755-19.0% |
| Participant deferral / active EE | $6,000 | $6,644-9.7% | $8,070-25.7% | $4,296+39.7% |
| Admin fee / account holder | $69 | $7,941-99.1% | $12,998-99.5% | $6,918-99.0% |