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 | $79,326 | $104,486-24.1% | $76,817+3.3% | $152,861-48.1% |
| Participation rate | 71.4% | 76.6%-5.2pp | 72.1%-0.7pp | 82.4%-11.0pp |
| Annual return | 21.42% | 1013.37%-992.0pp | 1166.11%-1144.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $12,807 | $3,116+311.1% | $2,302+456.3% | $4,762+168.9% |
| Participant deferral / active EE | $7,207 | $4,236+70.1% | $3,336+116.0% | $5,850+23.2% |
| Admin fee / account holder | $264 | $12,275-97.8% | $6,420-95.9% | $11,596-97.7% |