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 | $15,055 | $96,635-84.4% | $86,612-82.6% | $139,434-89.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.89% | 106.41%-94.5pp | 591.07%-579.2pp | 372.94%-361.0pp |
| Employer contribution / active EE | $964 | $3,263-70.5% | $3,022-68.1% | $4,751-79.7% |
| Participant deferral / active EE | $9,740 | $4,836+101.4% | $4,438+119.5% | $6,710+45.2% |
| Admin fee / account holder | $57 | $6,408-99.1% | $5,614-99.0% | $11,403-99.5% |