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 | $75,923 | $105,998-28.4% | $92,233-17.7% | $147,584-48.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 17.42% | 50.05%-32.6pp | 176.28%-158.9pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,935 | $4,333-32.3% | $3,679-20.2% | $4,876-39.8% |
| Participant deferral / active EE | $4,986 | $4,478+11.3% | $3,897+28.0% | $5,439-8.3% |
| Admin fee / account holder | $35 | $6,332-99.5% | $5,194-99.3% | $10,885-99.7% |