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 9-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 | $53,438 | $57,354-6.8% | $83,848-36.3% | $64,186-16.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 260.87% | 11.38%+249.5pp | 850.88%-590.0pp | 7.63%+253.2pp |
| Employer contribution / active EE | $1,404 | $2,545-44.8% | $3,631-61.3% | $2,381-41.0% |
| Participant deferral / active EE | $2,093 | $2,993-30.1% | $4,082-48.7% | $3,470-39.7% |
| Admin fee / account holder | $28 | $4,046-99.3% | $5,478-99.5% | $4,888-99.4% |