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 | $55,593 | $99,079-43.9% | $77,999-28.7% | $273,961-79.7% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.5%+16.1pp | 83.0%+8.7pp |
| Annual return | 4.93% | 217.93%-213.0pp | 425.96%-421.0pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,902 | $3,308-12.3% | $2,470+17.5% | $4,869-40.4% |
| Participant deferral / active EE | $6,107 | $4,306+41.8% | $3,497+74.6% | $5,287+15.5% |
| Admin fee / account holder | $137 | $8,954-98.5% | $5,480-97.5% | $10,132-98.6% |