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 | $67,155 | $105,998-36.6% | $92,233-27.2% | $147,584-54.5% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 16.05% | 50.05%-34.0pp | 176.28%-160.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $950 | $4,333-78.1% | $3,679-74.2% | $4,876-80.5% |
| Participant deferral / active EE | $4,397 | $4,478-1.8% | $3,897+12.8% | $5,439-19.2% |
| Admin fee / account holder | $257 | $6,332-95.9% | $5,194-95.1% | $10,885-97.6% |