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 | $74,084 | $70,606+4.9% | $53,898+37.5% | $142,382-48.0% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 22.20% | 619.81%-597.6pp | 528.60%-506.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,753 | $1,202+45.8% | $932+88.1% | $4,299-59.2% |
| Participant deferral / active EE | $3,513 | $2,364+48.6% | $1,826+92.4% | $6,507-46.0% |
| Admin fee / account holder | $284 | $2,852-90.0% | $2,491-88.6% | $12,624-97.7% |