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 | $38,592 | $102,966-62.5% | $90,281-57.3% | $152,861-74.8% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 30.39% | 95.16%-64.8pp | 78.10%-47.7pp | 345.32%-314.9pp |
| Employer contribution / active EE | $2,692 | $3,139-14.2% | $2,854-5.7% | $4,762-43.5% |
| Participant deferral / active EE | $7,220 | $4,281+68.6% | $3,885+85.8% | $5,850+23.4% |
| Admin fee / account holder | $134 | $6,171-97.8% | $5,351-97.5% | $11,596-98.8% |