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 | $58,375 | $104,664-44.2% | $85,682-31.9% | $167,490-65.1% |
| Participation rate | 84.6% | 76.4%+8.2pp | 69.9%+14.8pp | 82.1%+2.5pp |
| Annual return | 110.19% | 21.45%+88.7pp | 21.49%+88.7pp | 478.56%-368.4pp |
| Employer contribution / active EE | $2,332 | $3,337-30.1% | $2,618-10.9% | $4,837-51.8% |
| Participant deferral / active EE | $4,036 | $4,824-16.4% | $3,923+2.9% | $6,341-36.4% |
| Admin fee / account holder | $103 | $10,032-99.0% | $6,873-98.5% | $12,309-99.2% |