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 | $73,920 | $105,998-30.3% | $92,233-19.9% | $147,584-49.9% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 17.04% | 50.05%-33.0pp | 176.28%-159.2pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,425 | $4,333-44.0% | $3,679-34.1% | $4,876-50.3% |
| Participant deferral / active EE | $5,390 | $4,478+20.4% | $3,897+38.3% | $5,439-0.9% |
| Admin fee / account holder | $224 | $6,332-96.5% | $5,194-95.7% | $10,885-97.9% |