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 | $54,778 | $183,963-70.2% | $162,163-66.2% | $152,861-64.2% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.6%-8.6pp | 82.4%-3.5pp |
| Annual return | 21.41% | 150.76%-129.4pp | 115.59%-94.2pp | 345.32%-323.9pp |
| Employer contribution / active EE | $3,429 | $6,371-46.2% | $5,614-38.9% | $4,762-28.0% |
| Participant deferral / active EE | $6,584 | $8,034-18.0% | $7,298-9.8% | $5,850+12.5% |
| Admin fee / account holder | $30 | $13,121-99.8% | $10,843-99.7% | $11,596-99.7% |