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 | $66,696 | $63,346+5.3% | $92,233-27.7% | $70,131-4.9% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 20.30% | 530.12%-509.8pp | 176.28%-156.0pp | 73.14%-52.8pp |
| Employer contribution / active EE | $7,248 | $2,471+193.3% | $3,679+97.0% | $2,342+209.4% |
| Participant deferral / active EE | $2,776 | $2,854-2.7% | $3,897-28.8% | $3,332-16.7% |
| Admin fee / account holder | $231 | $3,840-94.0% | $5,194-95.6% | $4,645-95.0% |