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 | $36,715 | $105,998-65.4% | $92,233-60.2% | $147,584-75.1% |
| Participation rate | 78.9% | 80.4%-1.5pp | 76.5%+2.5pp | 82.8%-3.9pp |
| Annual return | 23.74% | 50.05%-26.3pp | 176.28%-152.5pp | 578.55%-554.8pp |
| Employer contribution / active EE | $3,191 | $4,333-26.4% | $3,679-13.3% | $4,876-34.6% |
| Participant deferral / active EE | $5,881 | $4,478+31.3% | $3,897+50.9% | $5,439+8.1% |
| Admin fee / account holder | $6 | $6,332-99.9% | $5,194-99.9% | $10,885-99.9% |