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 | $77,020 | $226,064-65.9% | $182,532-57.8% | $152,861-49.6% |
| Participation rate | 82.4% | 82.5%-0.1pp | 78.0%+4.4pp | 82.4%-0.1pp |
| Annual return | 21.19% | 192.51%-171.3pp | 148.54%-127.4pp | 345.32%-324.1pp |
| Employer contribution / active EE | $3,700 | $4,978-25.7% | $4,076-9.2% | $4,762-22.3% |
| Participant deferral / active EE | $8,037 | $6,368+26.2% | $5,524+45.5% | $5,850+37.4% |
| Admin fee / account holder | $152 | $10,703-98.6% | $8,592-98.2% | $11,596-98.7% |