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 | $71,205 | $100,852-29.4% | $90,404-21.2% | $158,922-55.2% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 10.09% | 1724.20%-1714.1pp | 1293.02%-1282.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,398 | $3,689-62.1% | $3,262-57.2% | $4,761-70.6% |
| Participant deferral / active EE | $5,116 | $4,348+17.7% | $3,963+29.1% | $5,982-14.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |