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 | $52,509 | $105,998-50.5% | $92,233-43.1% | $147,584-64.4% |
| Participation rate | 81.3% | 80.4%+0.8pp | 76.5%+4.8pp | 82.8%-1.6pp |
| Annual return | 68.17% | 50.05%+18.1pp | 176.28%-108.1pp | 578.55%-510.4pp |
| Employer contribution / active EE | $5,134 | $4,333+18.5% | $3,679+39.5% | $4,876+5.3% |
| Participant deferral / active EE | $9,960 | $4,478+122.4% | $3,897+155.6% | $5,439+83.1% |
| Admin fee / account holder | $8 | $6,332-99.9% | $5,194-99.8% | $10,885-99.9% |