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 | $29,234 | $107,934-72.9% | $91,989-68.2% | $152,861-80.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.01% | 89.24%-64.2pp | 69.02%-44.0pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,531 | $4,210-63.6% | $3,452-55.6% | $4,762-67.9% |
| Participant deferral / active EE | $3,172 | $6,364-50.2% | $5,923-46.4% | $5,850-45.8% |
| Admin fee / account holder | $122 | $10,520-98.8% | $7,743-98.4% | $11,596-98.9% |