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 | $147,235 | $102,604+43.5% | $86,188+70.8% | $139,434+5.6% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 13.52% | 1922.51%-1909.0pp | 1168.45%-1154.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,473 | $3,032-51.4% | $2,380-38.1% | $4,751-69.0% |
| Participant deferral / active EE | $8,619 | $4,676+84.3% | $3,985+116.3% | $6,710+28.4% |
| Admin fee / account holder | $17 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |