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 | $58,685 | $96,305-39.1% | $80,569-27.2% | $139,434-57.9% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 25.01% | 1350.08%-1325.1pp | 935.43%-910.4pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,987 | $3,262-39.1% | $2,723-27.0% | $4,751-58.2% |
| Participant deferral / active EE | $7,837 | $5,232+49.8% | $4,447+76.2% | $6,710+16.8% |
| Admin fee / account holder | $98 | $6,599-98.5% | $5,377-98.2% | $11,403-99.1% |