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 | $57,921 | $105,998-45.4% | $92,233-37.2% | $147,584-60.8% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 19.82% | 50.05%-30.2pp | 176.28%-156.5pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,158 | $4,333-73.3% | $3,679-68.5% | $4,876-76.3% |
| Participant deferral / active EE | $6,766 | $4,478+51.1% | $3,897+73.6% | $5,439+24.4% |
| Admin fee / account holder | -$17 | $6,332-100.3% | $5,194-100.3% | $10,885-100.2% |