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 | $89,491 | $60,124+48.8% | $90,404-1.0% | $79,858+12.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.63% | 71.94%-58.3pp | 1293.02%-1279.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,369 | $2,068-33.8% | $3,262-58.0% | $2,471-44.6% |
| Participant deferral / active EE | $2,412 | $2,938-17.9% | $3,963-39.1% | $3,740-35.5% |
| Admin fee / account holder | $247 | $3,976-93.8% | $5,611-95.6% | $5,306-95.3% |