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 | $38,688 | $105,998-63.5% | $92,233-58.1% | $147,584-73.8% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 17.79% | 50.05%-32.3pp | 176.28%-158.5pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,411 | $4,333-67.4% | $3,679-61.6% | $4,876-71.1% |
| Participant deferral / active EE | $3,995 | $4,478-10.8% | $3,897+2.5% | $5,439-26.5% |
| Admin fee / account holder | $31 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |