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 | $72,210 | $108,642-33.5% | $74,701-3.3% | $152,861-52.8% |
| Participation rate | 70.0% | 65.3%+4.7pp | 54.5%+15.5pp | 82.4%-12.4pp |
| Annual return | 24.95% | 114.06%-89.1pp | 752.92%-728.0pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,778 | $1,503+18.3% | $1,084+64.1% | $4,762-62.7% |
| Participant deferral / active EE | $4,157 | $2,712+53.3% | $1,964+111.7% | $5,850-28.9% |
| Admin fee / account holder | $247 | $4,902-95.0% | $3,333-92.6% | $11,596-97.9% |