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 | $57,532 | $102,966-44.1% | $90,281-36.3% | $152,861-62.4% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 26.71% | 95.16%-68.5pp | 78.10%-51.4pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,145 | $3,139-31.7% | $2,854-24.8% | $4,762-55.0% |
| Participant deferral / active EE | $4,667 | $4,281+9.0% | $3,885+20.1% | $5,850-20.2% |
| Admin fee / account holder | $68 | $6,171-98.9% | $5,351-98.7% | $11,596-99.4% |