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 | $35,240 | $104,486-66.3% | $76,817-54.1% | $152,861-76.9% |
| Participation rate | 80.0% | 76.6%+3.4pp | 72.1%+7.9pp | 82.4%-2.4pp |
| Annual return | 107.59% | 1013.37%-905.8pp | 1166.11%-1058.5pp | 345.32%-237.7pp |
| Employer contribution / active EE | $1,509 | $3,116-51.6% | $2,302-34.5% | $4,762-68.3% |
| Participant deferral / active EE | $3,923 | $4,236-7.4% | $3,336+17.6% | $5,850-32.9% |
| Admin fee / account holder | $20 | $12,275-99.8% | $6,420-99.7% | $11,596-99.8% |