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 | $21,082 | $108,642-80.6% | $74,701-71.8% | $152,861-86.2% |
| Participation rate | 93.8% | 65.3%+28.4pp | 54.5%+39.3pp | 82.4%+11.3pp |
| Annual return | 22.30% | 114.06%-91.8pp | 752.92%-730.6pp | 345.32%-323.0pp |
| Employer contribution / active EE | $6,053 | $1,503+302.7% | $1,084+458.6% | $4,762+27.1% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $152 | $4,902-96.9% | $3,333-95.4% | $11,596-98.7% |