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 | $35,446 | $102,966-65.6% | $90,281-60.7% | $152,861-76.8% |
| Participation rate | 78.6% | 75.9%+2.7pp | 73.3%+5.3pp | 82.4%-3.9pp |
| Annual return | 49.41% | 95.16%-45.7pp | 78.10%-28.7pp | 345.32%-295.9pp |
| Employer contribution / active EE | $1,159 | $3,139-63.1% | $2,854-59.4% | $4,762-75.7% |
| Participant deferral / active EE | $1,302 | $4,281-69.6% | $3,885-66.5% | $5,850-77.7% |
| Admin fee / account holder | $80 | $6,171-98.7% | $5,351-98.5% | $11,596-99.3% |