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 | $49,013 | $137,414-64.3% | $189,513-74.1% | $85,850-42.9% |
| Participation rate | 97.5% | 84.6%+12.9pp | 87.8%+9.7pp | 69.3%+28.2pp |
| Annual return | 16.46% | 38.14%-21.7pp | 555.15%-538.7pp | 318.53%-302.1pp |
| Employer contribution / active EE | $3,713 | $4,344-14.5% | $6,162-39.7% | $2,565+44.8% |
| Participant deferral / active EE | $6,715 | $6,260+7.3% | $8,221-18.3% | $3,952+69.9% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,045-100.0% | $6,260-100.0% |