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 | $48,622 | $100,852-51.8% | $90,404-46.2% | $158,922-69.4% |
| Participation rate | 78.6% | 75.0%+3.6pp | 72.7%+5.9pp | 82.0%-3.4pp |
| Annual return | 14.17% | 1724.20%-1710.0pp | 1293.02%-1278.8pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,594 | $3,689-56.8% | $3,262-51.1% | $4,761-66.5% |
| Participant deferral / active EE | $2,209 | $4,348-49.2% | $3,963-44.3% | $5,982-63.1% |
| Admin fee / account holder | $221 | $6,501-96.6% | $5,611-96.1% | $11,246-98.0% |