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 | $55,963 | $100,852-44.5% | $90,404-38.1% | $158,922-64.8% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.7%+8.6pp | 82.0%-0.7pp |
| Annual return | 16.39% | 1724.20%-1707.8pp | 1293.02%-1276.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,412 | $3,689-61.7% | $3,262-56.7% | $4,761-70.4% |
| Participant deferral / active EE | $2,920 | $4,348-32.9% | $3,963-26.3% | $5,982-51.2% |
| Admin fee / account holder | $157 | $6,501-97.6% | $5,611-97.2% | $11,246-98.6% |