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 | $53,573 | $176,662-69.7% | $130,648-59.0% | $152,861-65.0% |
| Participation rate | 85.0% | 79.0%+6.0pp | 71.7%+13.3pp | 82.4%+2.6pp |
| Annual return | 9.19% | 2692.24%-2683.0pp | 1708.96%-1699.8pp | 345.32%-336.1pp |
| Employer contribution / active EE | $2,405 | $5,742-58.1% | $4,092-41.2% | $4,762-49.5% |
| Participant deferral / active EE | $5,540 | $4,361+27.0% | $3,603+53.8% | $5,850-5.3% |
| Admin fee / account holder | $140 | $7,133-98.0% | $5,464-97.4% | $11,596-98.8% |