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 | $41,323 | $102,604-59.7% | $86,188-52.1% | $139,434-70.4% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 22.81% | 1922.51%-1899.7pp | 1168.45%-1145.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,265 | $3,032-58.3% | $2,380-46.9% | $4,751-73.4% |
| Participant deferral / active EE | $6,750 | $4,676+44.4% | $3,985+69.4% | $6,710+0.6% |
| Admin fee / account holder | $227 | $8,657-97.4% | $6,852-96.7% | $11,403-98.0% |