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 | $59,685 | $70,756-15.6% | $65,493-8.9% | $142,382-58.1% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 15.51% | 1754.89%-1739.4pp | 982.45%-966.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,588 | $2,881-44.9% | $2,574-38.3% | $4,299-63.1% |
| Participant deferral / active EE | $4,639 | $4,6370% | $3,961+17.1% | $6,507-28.7% |
| Admin fee / account holder | $108 | $6,559-98.3% | $5,028-97.8% | $12,624-99.1% |