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 | $77,840 | $108,642-28.4% | $74,701+4.2% | $152,861-49.1% |
| Participation rate | 75.0% | 65.3%+9.7pp | 54.5%+20.5pp | 82.4%-7.4pp |
| Annual return | 1.73% | 114.06%-112.3pp | 752.92%-751.2pp | 345.32%-343.6pp |
| Employer contribution / active EE | $2,269 | $1,503+51.0% | $1,084+109.4% | $4,762-52.4% |
| Participant deferral / active EE | $5,898 | $2,712+117.4% | $1,964+200.3% | $5,850+0.8% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |