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 | $38,259 | $105,998-63.9% | $92,233-58.5% | $147,584-74.1% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 20.40% | 50.05%-29.6pp | 176.28%-155.9pp | 578.55%-558.1pp |
| Employer contribution / active EE | $3,638 | $4,333-16.0% | $3,679-1.1% | $4,876-25.4% |
| Participant deferral / active EE | $3,741 | $4,478-16.5% | $3,897-4.0% | $5,439-31.2% |
| Admin fee / account holder | $241 | $6,332-96.2% | $5,194-95.4% | $10,885-97.8% |