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 8-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 | $28,125 | $83,902-66.5% | $167,512-83.2% | $84,808-66.8% |
| Participation rate | 79.1% | 66.5%+12.6pp | 77.1%+2.0pp | 68.3%+10.8pp |
| Annual return | 21.07% | 91.55%-70.5pp | 1615.79%-1594.7pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,107 | $2,264-6.9% | $3,882-45.7% | $2,631-19.9% |
| Participant deferral / active EE | $3,662 | $4,442-17.6% | $6,405-42.8% | $4,212-13.1% |
| Admin fee / account holder | $299 | $7,915-96.2% | $9,769-96.9% | $7,344-95.9% |