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 | $36,989 | $90,348-59.1% | $75,972-51.3% | $145,922-74.7% |
| Participation rate | 81.8% | 74.5%+7.4pp | 69.1%+12.8pp | 80.3%+1.5pp |
| Annual return | 10.92% | 620.88%-610.0pp | 359.55%-348.6pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,182 | $3,311-34.1% | $2,685-18.7% | $4,660-53.2% |
| Participant deferral / active EE | $3,192 | $5,162-38.2% | $4,255-25.0% | $6,688-52.3% |
| Admin fee / account holder | $31 | $8,467-99.6% | $6,467-99.5% | $13,397-99.8% |