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 5-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 | $25,990 | $96,635-73.1% | $86,612-70.0% | $139,434-81.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.53% | 106.41%-88.9pp | 591.07%-573.5pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,831 | $3,263-43.9% | $3,022-39.4% | $4,751-61.5% |
| Participant deferral / active EE | $3,449 | $4,836-28.7% | $4,438-22.3% | $6,710-48.6% |
| Admin fee / account holder | $94 | $6,408-98.5% | $5,614-98.3% | $11,403-99.2% |