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 | $51,744 | $108,642-52.4% | $74,701-30.7% | $152,861-66.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 28.06% | 114.06%-86.0pp | 752.92%-724.9pp | 345.32%-317.3pp |
| Employer contribution / active EE | $3,750 | $1,503+149.5% | $1,084+246.1% | $4,762-21.3% |
| Participant deferral / active EE | $3,122 | $2,712+15.1% | $1,964+59.0% | $5,850-46.6% |
| Admin fee / account holder | $56 | $4,902-98.9% | $3,333-98.3% | $11,596-99.5% |