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 | $31,324 | $90,320-65.3% | $59,496-47.4% | $125,391-75.0% |
| Participation rate | 81.3% | 68.3%+13.0pp | 54.6%+26.7pp | 83.2%-1.9pp |
| Annual return | 1.94% | 369.13%-367.2pp | 182.05%-180.1pp | 282.22%-280.3pp |
| Employer contribution / active EE | $880 | $1,792-50.9% | $1,153-23.7% | $4,866-81.9% |
| Participant deferral / active EE | $1,300 | $2,716-52.2% | $1,829-29.0% | $5,352-75.7% |
| Admin fee / account holder | $106 | $3,063-96.5% | $2,232-95.2% | $9,540-98.9% |