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 | $60,704 | $88,751-31.6% | $81,812-25.8% | $145,922-58.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 12.41% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $924 | $3,083-70.0% | $2,912-68.3% | $4,660-80.2% |
| Participant deferral / active EE | $3,863 | $4,643-16.8% | $4,319-10.5% | $6,688-42.2% |
| Admin fee / account holder | $135 | $8,415-98.4% | $7,386-98.2% | $13,397-99.0% |