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 | $49,872 | $105,998-52.9% | $92,233-45.9% | $147,584-66.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.31% | 50.05%-27.7pp | 176.28%-154.0pp | 578.55%-556.2pp |
| Employer contribution / active EE | $2,780 | $4,333-35.8% | $3,679-24.4% | $4,876-43.0% |
| Participant deferral / active EE | $10,663 | $4,478+138.1% | $3,897+173.6% | $5,439+96.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |