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 | $55,199 | $144,119-61.7% | $117,854-53.2% | $147,584-62.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.34% | 531.15%-511.8pp | 335.08%-315.7pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,793 | $4,896-63.4% | $3,786-52.6% | $4,876-63.2% |
| Participant deferral / active EE | $8,030 | $5,316+51.1% | $4,482+79.2% | $5,439+47.6% |
| Admin fee / account holder | $276 | $10,886-97.5% | $8,020-96.6% | $10,885-97.5% |