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 | $45,317 | $105,998-57.2% | $92,233-50.9% | $147,584-69.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.98% | 50.05%-36.1pp | 176.28%-162.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,634 | $4,333-39.2% | $3,679-28.4% | $4,876-46.0% |
| Participant deferral / active EE | $2,023 | $4,478-54.8% | $3,897-48.1% | $5,439-62.8% |
| Admin fee / account holder | $194 | $6,332-96.9% | $5,194-96.3% | $10,885-98.2% |