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 | $67,242 | $105,931-36.5% | $81,930-17.9% | $158,922-57.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 26.88% | 38.17%-11.3pp | 29.49%-2.6pp | 302.83%-275.9pp |
| Employer contribution / active EE | $600 | $7,800-92.3% | $4,310-86.1% | $4,761-87.4% |
| Participant deferral / active EE | $1,888 | $13,003-85.5% | $7,107-73.4% | $5,982-68.4% |
| Admin fee / account holder | $4 | $8,489-100.0% | $5,158-99.9% | $11,246-100.0% |