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 | $34,044 | $136,179-75.0% | $98,755-65.5% | $167,490-79.7% |
| Participation rate | 85.7% | 70.2%+15.5pp | 65.7%+20.0pp | 82.1%+3.6pp |
| Annual return | 15.14% | 67.53%-52.4pp | 49.91%-34.8pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,283 | $2,631-51.2% | $2,067-37.9% | $4,837-73.5% |
| Participant deferral / active EE | $1,506 | $3,716-59.5% | $3,035-50.4% | $6,341-76.2% |
| Admin fee / account holder | $3 | $5,031-99.9% | $4,076-99.9% | $12,309-100.0% |