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 | $44,423 | $70,756-37.2% | $65,493-32.2% | $142,382-68.8% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | 16.47% | 1754.89%-1738.4pp | 982.45%-966.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $5,473 | $2,881+90.0% | $2,574+112.6% | $4,299+27.3% |
| Participant deferral / active EE | $3,406 | $4,637-26.5% | $3,961-14.0% | $6,507-47.7% |
| Admin fee / account holder | $1 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |