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 | $16,235 | $107,934-85.0% | $91,989-82.4% | $152,861-89.4% |
| Participation rate | 94.4% | 81.2%+13.3pp | 78.6%+15.8pp | 82.4%+12.0pp |
| Annual return | 29.65% | 89.24%-59.6pp | 69.02%-39.4pp | 345.32%-315.7pp |
| Employer contribution / active EE | $3,525 | $4,210-16.3% | $3,452+2.1% | $4,762-26.0% |
| Participant deferral / active EE | $3,053 | $6,364-52.0% | $5,923-48.4% | $5,850-47.8% |
| Admin fee / account holder | $61 | $10,520-99.4% | $7,743-99.2% | $11,596-99.5% |