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 | $19,669 | $105,998-81.4% | $92,233-78.7% | $147,584-86.7% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 23.08% | 50.05%-27.0pp | 176.28%-153.2pp | 578.55%-555.5pp |
| Employer contribution / active EE | $1,540 | $4,333-64.4% | $3,679-58.1% | $4,876-68.4% |
| Participant deferral / active EE | $2,976 | $4,478-33.5% | $3,897-23.6% | $5,439-45.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |