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 | $45,141 | $105,998-57.4% | $92,233-51.1% | $147,584-69.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.46% | 50.05%-32.6pp | 176.28%-158.8pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,160 | $4,333-73.2% | $3,679-68.5% | $4,876-76.2% |
| Participant deferral / active EE | $4,177 | $4,478-6.7% | $3,897+7.2% | $5,439-23.2% |
| Admin fee / account holder | $15 | $6,332-99.8% | $5,194-99.7% | $10,885-99.9% |