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 | $53,997 | $105,998-49.1% | $92,233-41.5% | $147,584-63.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 12.21% | 50.05%-37.8pp | 176.28%-164.1pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,276 | $4,333-47.5% | $3,679-38.1% | $4,876-53.3% |
| Participant deferral / active EE | $7,626 | $4,478+70.3% | $3,897+95.7% | $5,439+40.2% |
| Admin fee / account holder | $265 | $6,332-95.8% | $5,194-94.9% | $10,885-97.6% |