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 | $79,867 | $105,998-24.7% | $92,233-13.4% | $147,584-45.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 27.31% | 50.05%-22.7pp | 176.28%-149.0pp | 578.55%-551.2pp |
| Employer contribution / active EE | $985 | $4,333-77.3% | $3,679-73.2% | $4,876-79.8% |
| Participant deferral / active EE | $5,542 | $4,478+23.8% | $3,897+42.2% | $5,439+1.9% |
| Admin fee / account holder | $115 | $6,332-98.2% | $5,194-97.8% | $10,885-98.9% |