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 | $28,806 | $88,751-67.5% | $81,812-64.8% | $145,922-80.3% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.3%+8.9pp | 80.3%+1.0pp |
| Annual return | 14.61% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,141 | $3,083-63.0% | $2,912-60.8% | $4,660-75.5% |
| Participant deferral / active EE | $3,829 | $4,643-17.5% | $4,319-11.3% | $6,688-42.7% |
| Admin fee / account holder | $184 | $8,415-97.8% | $7,386-97.5% | $13,397-98.6% |