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 | $53,731 | $158,398-66.1% | $126,539-57.5% | $142,382-62.3% |
| Participation rate | 84.2% | 75.8%+8.4pp | 69.8%+14.4pp | 80.1%+4.1pp |
| Annual return | 15.04% | 593.76%-578.7pp | 425.95%-410.9pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,979 | $4,650-57.4% | $3,674-46.1% | $4,299-54.0% |
| Participant deferral / active EE | $6,208 | $4,767+30.2% | $4,083+52.1% | $6,507-4.6% |
| Admin fee / account holder | $252 | $6,918-96.4% | $6,065-95.8% | $12,624-98.0% |