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 | $68,720 | $73,515-6.5% | $62,995+9.1% | $147,584-53.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.65% | 175.43%-159.8pp | 87.57%-71.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $6,272 | $3,320+88.9% | $2,759+127.3% | $4,876+28.6% |
| Participant deferral / active EE | $3,369 | $4,185-19.5% | $3,329+1.2% | $5,439-38.1% |
| Admin fee / account holder | $132 | $5,953-97.8% | $3,600-96.3% | $10,885-98.8% |