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 | $41,053 | $96,635-57.5% | $86,612-52.6% | $139,434-70.6% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 22.59% | 106.41%-83.8pp | 591.07%-568.5pp | 372.94%-350.4pp |
| Employer contribution / active EE | $3,573 | $3,263+9.5% | $3,022+18.2% | $4,751-24.8% |
| Participant deferral / active EE | $8,836 | $4,836+82.7% | $4,438+99.1% | $6,710+31.7% |
| Admin fee / account holder | $21 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |