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 | $73,970 | $97,757-24.3% | $83,848-11.8% | $135,375-45.4% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | 3.85% | 1287.37%-1283.5pp | 850.88%-847.0pp | 519.73%-515.9pp |
| Employer contribution / active EE | $1,980 | $4,222-53.1% | $3,631-45.5% | $4,779-58.6% |
| Participant deferral / active EE | $5,809 | $4,682+24.1% | $4,082+42.3% | $5,609+3.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |