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 | $39,177 | $90,600-56.8% | $79,464-50.7% | $135,375-71.1% |
| Participation rate | 90.5% | 76.0%+14.4pp | 73.3%+17.1pp | 82.6%+7.8pp |
| Annual return | 11.04% | 977.43%-966.4pp | 718.14%-707.1pp | 519.73%-508.7pp |
| Employer contribution / active EE | $4,399 | $3,068+43.4% | $2,800+57.1% | $4,779-7.9% |
| Participant deferral / active EE | $6,062 | $4,050+49.7% | $3,704+63.7% | $5,609+8.1% |
| Admin fee / account holder | $8 | $5,907-99.9% | $5,113-99.9% | $10,827-99.9% |