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 | $16,529 | $73,515-77.5% | $62,995-73.8% | $147,584-88.8% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.8%+10.2pp | 82.8%+2.2pp |
| Annual return | 35.17% | 175.43%-140.3pp | 87.57%-52.4pp | 578.55%-543.4pp |
| Employer contribution / active EE | $2,290 | $3,320-31.0% | $2,759-17.0% | $4,876-53.0% |
| Participant deferral / active EE | $5,049 | $4,185+20.7% | $3,329+51.7% | $5,439-7.2% |
| Admin fee / account holder | $176 | $5,953-97.0% | $3,600-95.1% | $10,885-98.4% |