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 | $72,916 | $96,635-24.5% | $86,612-15.8% | $139,434-47.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.89% | 106.41%-87.5pp | 591.07%-572.2pp | 372.94%-354.1pp |
| Employer contribution / active EE | $3,459 | $3,263+6.0% | $3,022+14.4% | $4,751-27.2% |
| Participant deferral / active EE | $11,484 | $4,836+137.5% | $4,438+158.8% | $6,710+71.1% |
| Admin fee / account holder | $149 | $6,408-97.7% | $5,614-97.4% | $11,403-98.7% |