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 | $50,366 | $70,756-28.8% | $65,493-23.1% | $142,382-64.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.30% | 1754.89%-1742.6pp | 982.45%-970.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,259 | $2,881-56.3% | $2,574-51.1% | $4,299-70.7% |
| Participant deferral / active EE | $5,627 | $4,637+21.3% | $3,961+42.1% | $6,507-13.5% |
| Admin fee / account holder | $44 | $6,559-99.3% | $5,028-99.1% | $12,624-99.6% |