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 | $56,612 | $85,202-33.6% | $172,739-67.2% | $72,985-22.4% |
| Participation rate | 96.4% | 70.1%+26.4pp | 82.6%+13.8pp | 69.5%+26.9pp |
| Annual return | 18.25% | 27.32%-9.1pp | 802.84%-784.6pp | 81.00%-62.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,478 | $3,260+6.7% | $5,198-33.1% | $3,607-3.6% |
| Admin fee / account holder | $225 | $5,884-96.2% | $13,954-98.4% | $5,124-95.6% |