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 | $55,807 | $114,047-51.1% | $96,139-42.0% | $167,490-66.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 13.68% | 189.88%-176.2pp | 191.94%-178.3pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,469 | $3,427-57.1% | $2,797-47.5% | $4,837-69.6% |
| Participant deferral / active EE | $4,074 | $5,194-21.6% | $4,349-6.3% | $6,341-35.8% |
| Admin fee / account holder | $195 | $6,897-97.2% | $5,537-96.5% | $12,309-98.4% |