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 | $18,519 | $60,124-69.2% | $90,404-79.5% | $79,858-76.8% |
| Participation rate | 92.6% | 65.0%+27.6pp | 72.7%+19.9pp | 69.6%+23.0pp |
| Annual return | 21.88% | 71.94%-50.1pp | 1293.02%-1271.1pp | 31.71%-9.8pp |
| Employer contribution / active EE | $2,306 | $2,068+11.5% | $3,262-29.3% | $2,471-6.7% |
| Participant deferral / active EE | $4,291 | $2,938+46.0% | $3,963+8.3% | $3,740+14.7% |
| Admin fee / account holder | $50 | $3,976-98.7% | $5,611-99.1% | $5,306-99.1% |