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 | $54,378 | $105,998-48.7% | $92,233-41.0% | $147,584-63.2% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 17.19% | 50.05%-32.9pp | 176.28%-159.1pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,051 | $4,333-75.8% | $3,679-71.4% | $4,876-78.5% |
| Participant deferral / active EE | $4,191 | $4,478-6.4% | $3,897+7.5% | $5,439-23.0% |
| Admin fee / account holder | $203 | $6,332-96.8% | $5,194-96.1% | $10,885-98.1% |