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 | $38,464 | $102,966-62.6% | $90,281-57.4% | $152,861-74.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.36% | 95.16%-81.8pp | 78.10%-64.7pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,054 | $3,139-66.4% | $2,854-63.1% | $4,762-77.9% |
| Participant deferral / active EE | $5,103 | $4,281+19.2% | $3,885+31.3% | $5,850-12.8% |
| Admin fee / account holder | $218 | $6,171-96.5% | $5,351-95.9% | $11,596-98.1% |