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 | $24,821 | $156,846-84.2% | $121,098-79.5% | $139,434-82.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 27.63% | 1474.56%-1446.9pp | 985.75%-958.1pp | 372.94%-345.3pp |
| Employer contribution / active EE | $1,713 | $5,536-69.1% | $4,164-58.9% | $4,751-64.0% |
| Participant deferral / active EE | $7,485 | $4,844+54.5% | $4,080+83.5% | $6,710+11.6% |
| Admin fee / account holder | $82 | $6,946-98.8% | $5,644-98.5% | $11,403-99.3% |