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 | $50,247 | $106,890-53.0% | $84,015-40.2% | $152,861-67.1% |
| Participation rate | 86.7% | 75.2%+11.4pp | 69.0%+17.7pp | 82.4%+4.2pp |
| Annual return | 18.88% | 104.99%-86.1pp | 71.31%-52.4pp | 345.32%-326.4pp |
| Employer contribution / active EE | $5,292 | $2,734+93.5% | $1,983+166.8% | $4,762+11.1% |
| Participant deferral / active EE | $2,344 | $4,011-41.6% | $3,239-27.6% | $5,850-59.9% |
| Admin fee / account holder | $9 | $8,285-99.9% | $6,101-99.9% | $11,596-99.9% |