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 | $56,376 | $226,064-75.1% | $182,532-69.1% | $152,861-63.1% |
| Participation rate | 72.2% | 82.5%-10.2pp | 78.0%-5.8pp | 82.4%-10.2pp |
| Annual return | 25.21% | 192.51%-167.3pp | 148.54%-123.3pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,053 | $4,978-78.8% | $4,076-74.2% | $4,762-77.9% |
| Participant deferral / active EE | $1,577 | $6,368-75.2% | $5,524-71.4% | $5,850-73.0% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |