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 | $61,057 | $109,817-44.4% | $98,442-38.0% | $167,490-63.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 32.48% | 1956.69%-1924.2pp | 1492.73%-1460.2pp | 478.56%-446.1pp |
| Employer contribution / active EE | $1,125 | $3,224-65.1% | $2,960-62.0% | $4,837-76.7% |
| Participant deferral / active EE | $4,897 | $4,673+4.8% | $4,276+14.5% | $6,341-22.8% |
| Admin fee / account holder | $148 | $6,753-97.8% | $5,949-97.5% | $12,309-98.8% |