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 | $61,913 | $111,724-44.6% | $93,606-33.9% | $145,922-57.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.66% | 202.98%-192.3pp | 133.20%-122.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,904 | $3,090-38.4% | $2,420-21.3% | $4,660-59.1% |
| Participant deferral / active EE | $10,496 | $4,912+113.7% | $4,411+137.9% | $6,688+56.9% |
| Admin fee / account holder | $226 | $10,250-97.8% | $8,285-97.3% | $13,397-98.3% |