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 | $98,962 | $155,788-36.5% | $124,672-20.6% | $167,490-40.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.64% | 17.97%-3.3pp | 5142.93%-5128.3pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,085 | $4,163-49.9% | $3,324-37.3% | $4,837-56.9% |
| Participant deferral / active EE | $9,628 | $5,673+69.7% | $4,614+108.6% | $6,341+51.8% |
| Admin fee / account holder | $20 | $9,531-99.8% | $7,493-99.7% | $12,309-99.8% |