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 | $74,411 | $96,305-22.7% | $80,569-7.6% | $139,434-46.6% |
| Participation rate | 70.0% | 73.6%-3.6pp | 67.0%+3.0pp | 80.3%-10.3pp |
| Annual return | 15.65% | 1350.08%-1334.4pp | 935.43%-919.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,716 | $3,262-47.4% | $2,723-37.0% | $4,751-63.9% |
| Participant deferral / active EE | $5,450 | $5,232+4.2% | $4,447+22.5% | $6,710-18.8% |
| Admin fee / account holder | $121 | $6,599-98.2% | $5,377-97.8% | $11,403-98.9% |