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 | $30,090 | $60,124-50.0% | $90,404-66.7% | $79,858-62.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 31.40% | 71.94%-40.5pp | 1293.02%-1261.6pp | 31.71%-0.3pp |
| Employer contribution / active EE | $1,437 | $2,068-30.5% | $3,262-55.9% | $2,471-41.8% |
| Participant deferral / active EE | $4,841 | $2,938+64.8% | $3,963+22.1% | $3,740+29.4% |
| Admin fee / account holder | $255 | $3,976-93.6% | $5,611-95.5% | $5,306-95.2% |