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 | $69,821 | $108,642-35.7% | $74,701-6.5% | $152,861-54.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 25.03% | 114.06%-89.0pp | 752.92%-727.9pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,375 | $1,503+58.0% | $1,084+119.1% | $4,762-50.1% |
| Participant deferral / active EE | $8,286 | $2,712+205.5% | $1,964+322.0% | $5,850+41.6% |
| Admin fee / account holder | $190 | $4,902-96.1% | $3,333-94.3% | $11,596-98.4% |