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 | $26,415 | $108,642-75.7% | $74,701-64.6% | $152,861-82.7% |
| Participation rate | 91.7% | 65.3%+26.3pp | 54.5%+37.2pp | 82.4%+9.2pp |
| Annual return | 22.87% | 114.06%-91.2pp | 752.92%-730.1pp | 345.32%-322.5pp |
| Employer contribution / active EE | $885 | $1,503-41.1% | $1,084-18.3% | $4,762-81.4% |
| Participant deferral / active EE | $4,977 | $2,712+83.5% | $1,964+153.5% | $5,850-14.9% |
| Admin fee / account holder | $204 | $4,902-95.8% | $3,333-93.9% | $11,596-98.2% |