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 | $92,741 | $108,642-14.6% | $74,701+24.2% | $152,861-39.3% |
| Participation rate | 75.0% | 65.3%+9.7pp | 54.5%+20.5pp | 82.4%-7.4pp |
| Annual return | 29.14% | 114.06%-84.9pp | 752.92%-723.8pp | 345.32%-316.2pp |
| Employer contribution / active EE | $2,062 | $1,503+37.2% | $1,084+90.3% | $4,762-56.7% |
| Participant deferral / active EE | $10,904 | $2,712+302.0% | $1,964+455.3% | $5,850+86.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |