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 | $54,297 | $95,416-43.1% | $185,823-70.8% | $85,850-36.8% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 15.60% | 23.59%-8.0pp | 122.05%-106.5pp | 318.53%-302.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,102 | $3,423-38.6% | $5,568-62.2% | $3,952-46.8% |
| Admin fee / account holder | $57 | $7,213-99.2% | $16,237-99.7% | $6,260-99.1% |