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 | $12,603 | $88,751-85.8% | $81,812-84.6% | $145,922-91.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 14.74% | 1025.40%-1010.7pp | 773.79%-759.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $465 | $3,083-84.9% | $2,912-84.0% | $4,660-90.0% |
| Participant deferral / active EE | $1,459 | $4,643-68.6% | $4,319-66.2% | $6,688-78.2% |
| Admin fee / account holder | $50 | $8,415-99.4% | $7,386-99.3% | $13,397-99.6% |