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 | $82,248 | $109,817-25.1% | $98,442-16.4% | $167,490-50.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 25.49% | 1956.69%-1931.2pp | 1492.73%-1467.2pp | 478.56%-453.1pp |
| Employer contribution / active EE | $654 | $3,224-79.7% | $2,960-77.9% | $4,837-86.5% |
| Participant deferral / active EE | $3,238 | $4,673-30.7% | $4,276-24.3% | $6,341-48.9% |
| Admin fee / account holder | $110 | $6,753-98.4% | $5,949-98.1% | $12,309-99.1% |