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 | $36,523 | $60,124-39.3% | $90,404-59.6% | $79,858-54.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.05% | 71.94%-53.9pp | 1293.02%-1275.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $502 | $2,068-75.7% | $3,262-84.6% | $2,471-79.7% |
| Participant deferral / active EE | $2,664 | $2,938-9.3% | $3,963-32.8% | $3,740-28.8% |
| Admin fee / account holder | $1 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |