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 | $53,183 | $159,602-66.7% | $150,045-64.6% | $142,382-62.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 150.34% | 70.24%+80.1pp | 62.55%+87.8pp | 217.08%-66.7pp |
| Employer contribution / active EE | $1,121 | $4,961-77.4% | $4,693-76.1% | $4,299-73.9% |
| Participant deferral / active EE | $8,980 | $8,310+8.1% | $7,997+12.3% | $6,507+38.0% |
| Admin fee / account holder | $70 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |