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 | $22,825 | $102,604-77.8% | $86,188-73.5% | $139,434-83.6% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 20.67% | 1922.51%-1901.8pp | 1168.45%-1147.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,352 | $3,032-22.4% | $2,380-1.2% | $4,751-50.5% |
| Participant deferral / active EE | $3,923 | $4,676-16.1% | $3,985-1.6% | $6,710-41.5% |
| Admin fee / account holder | $52 | $8,657-99.4% | $6,852-99.2% | $11,403-99.5% |