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 | $53,096 | $198,466-73.2% | $170,442-68.8% | $147,584-64.0% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 91.72% | 257.29%-165.6pp | 205.93%-114.2pp | 578.55%-486.8pp |
| Employer contribution / active EE | $2,279 | $6,184-63.1% | $5,433-58.0% | $4,876-53.3% |
| Participant deferral / active EE | $2,866 | $5,629-49.1% | $4,939-42.0% | $5,439-47.3% |
| Admin fee / account holder | $221 | $16,852-98.7% | $13,880-98.4% | $10,885-98.0% |