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 | $86,772 | $96,635-10.2% | $86,612+0.2% | $139,434-37.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.29% | 106.41%-81.1pp | 591.07%-565.8pp | 372.94%-347.6pp |
| Employer contribution / active EE | $1,960 | $3,263-39.9% | $3,022-35.2% | $4,751-58.7% |
| Participant deferral / active EE | $6,888 | $4,836+42.4% | $4,438+55.2% | $6,710+2.7% |
| Admin fee / account holder | $12 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |