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 | $59,632 | $105,998-43.7% | $92,233-35.3% | $147,584-59.6% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 15.44% | 50.05%-34.6pp | 176.28%-160.8pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,022 | $4,333-53.3% | $3,679-45.0% | $4,876-58.5% |
| Participant deferral / active EE | $2,022 | $4,478-54.8% | $3,897-48.1% | $5,439-62.8% |
| Admin fee / account holder | $145 | $6,332-97.7% | $5,194-97.2% | $10,885-98.7% |