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 | $79,139 | $100,852-21.5% | $90,404-12.5% | $158,922-50.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.16% | 1724.20%-1713.0pp | 1293.02%-1281.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $4,932 | $3,689+33.7% | $3,262+51.2% | $4,761+3.6% |
| Participant deferral / active EE | $4,655 | $4,348+7.1% | $3,963+17.4% | $5,982-22.2% |
| Admin fee / account holder | $177 | $6,501-97.3% | $5,611-96.8% | $11,246-98.4% |