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 | $26,405 | $85,766-69.2% | $136,294-80.6% | $70,131-62.3% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 221.20% | 31.45%+189.7pp | 5155.94%-4934.7pp | 73.14%+148.1pp |
| Employer contribution / active EE | $1,738 | $2,966-41.4% | $4,695-63.0% | $2,342-25.8% |
| Participant deferral / active EE | $2,221 | $5,051-56.0% | $6,247-64.4% | $3,332-33.3% |
| Admin fee / account holder | $28 | $5,420-99.5% | $9,243-99.7% | $4,645-99.4% |