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 7-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 | $56,078 | $109,817-48.9% | $98,442-43.0% | $167,490-66.5% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 22.58% | 1956.69%-1934.1pp | 1492.73%-1470.1pp | 478.56%-456.0pp |
| Employer contribution / active EE | $2,769 | $3,224-14.1% | $2,960-6.4% | $4,837-42.8% |
| Participant deferral / active EE | $5,329 | $4,673+14.0% | $4,276+24.6% | $6,341-16.0% |
| Admin fee / account holder | $12 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |