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 | $25,323 | $85,202-70.3% | $172,739-85.3% | $72,985-65.3% |
| Participation rate | 75.9% | 70.1%+5.8pp | 82.6%-6.8pp | 69.5%+6.4pp |
| Annual return | 58.76% | 27.32%+31.4pp | 802.84%-744.1pp | 81.00%-22.2pp |
| Employer contribution / active EE | $2,164 | $3,324-34.9% | $5,143-57.9% | $2,440-11.3% |
| Participant deferral / active EE | $4,219 | $3,260+29.4% | $5,198-18.8% | $3,607+17.0% |
| Admin fee / account holder | $38 | $5,884-99.3% | $13,954-99.7% | $5,124-99.3% |