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 5-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 | $31,589 | $76,738-58.8% | $56,411-44.0% | $145,922-78.4% |
| Participation rate | 72.7% | 63.2%+9.5pp | 52.5%+20.3pp | 80.3%-7.5pp |
| Annual return | 10.44% | 2994.23%-2983.8pp | 1701.33%-1690.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $986 | $1,380-28.5% | $1,039-5.1% | $4,660-78.8% |
| Participant deferral / active EE | $6,162 | $2,623+135.0% | $1,952+215.7% | $6,688-7.9% |
| Admin fee / account holder | $191 | $3,334-94.3% | $2,829-93.2% | $13,397-98.6% |