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 | $86,717 | $105,998-18.2% | $92,233-6.0% | $147,584-41.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.51% | 50.05%-32.5pp | 176.28%-158.8pp | 578.55%-561.0pp |
| Employer contribution / active EE | $834 | $4,333-80.8% | $3,679-77.3% | $4,876-82.9% |
| Participant deferral / active EE | $3,120 | $4,478-30.3% | $3,897-19.9% | $5,439-42.6% |
| Admin fee / account holder | $188 | $6,332-97.0% | $5,194-96.4% | $10,885-98.3% |