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 | $48,387 | $183,519-73.6% | $155,509-68.9% | $145,922-66.8% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.3pp | 80.3%+14.2pp |
| Annual return | 15.23% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,019 | $5,313-62.0% | $4,672-56.8% | $4,660-56.7% |
| Participant deferral / active EE | $4,650 | $6,462-28.0% | $5,626-17.3% | $6,688-30.5% |
| Admin fee / account holder | $33 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |