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 | $33,365 | $105,998-68.5% | $92,233-63.8% | $147,584-77.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.19% | 50.05%-33.9pp | 176.28%-160.1pp | 578.55%-562.4pp |
| Employer contribution / active EE | $3,521 | $4,333-18.7% | $3,679-4.3% | $4,876-27.8% |
| Participant deferral / active EE | $6,655 | $4,478+48.6% | $3,897+70.8% | $5,439+22.4% |
| Admin fee / account holder | $219 | $6,332-96.5% | $5,194-95.8% | $10,885-98.0% |