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 | $34,771 | $65,409-46.8% | $98,442-64.7% | $85,850-59.5% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.0pp | 69.3%+28.1pp |
| Annual return | 26.04% | 21.76%+4.3pp | 1492.73%-1466.7pp | 318.53%-292.5pp |
| Employer contribution / active EE | $8,467 | $2,168+290.6% | $2,960+186.1% | $2,565+230.1% |
| Participant deferral / active EE | $7,846 | $3,166+147.8% | $4,276+83.5% | $3,952+98.5% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |