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 | $50,520 | $99,020-49.0% | $86,590-41.7% | $147,584-65.8% |
| Participation rate | 73.3% | 76.3%-3.0pp | 73.5%-0.2pp | 82.8%-9.5pp |
| Annual return | 21.90% | 1312.34%-1290.4pp | 964.84%-942.9pp | 578.55%-556.6pp |
| Employer contribution / active EE | $2,189 | $3,132-30.1% | $2,839-22.9% | $4,876-55.1% |
| Participant deferral / active EE | $5,269 | $3,972+32.6% | $3,609+46.0% | $5,439-3.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |