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 | $48,826 | $105,998-53.9% | $92,233-47.1% | $147,584-66.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 162.06% | 50.05%+112.0pp | 176.28%-14.2pp | 578.55%-416.5pp |
| Employer contribution / active EE | $1,191 | $4,333-72.5% | $3,679-67.6% | $4,876-75.6% |
| Participant deferral / active EE | $3,804 | $4,478-15.0% | $3,897-2.4% | $5,439-30.1% |
| Admin fee / account holder | $192 | $6,332-97.0% | $5,194-96.3% | $10,885-98.2% |