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 | $58,624 | $99,020-40.8% | $86,590-32.3% | $147,584-60.3% |
| Participation rate | 78.9% | 76.3%+2.6pp | 73.5%+5.4pp | 82.8%-3.9pp |
| Annual return | 40.07% | 1312.34%-1272.3pp | 964.84%-924.8pp | 578.55%-538.5pp |
| Employer contribution / active EE | $1,814 | $3,132-42.1% | $2,839-36.1% | $4,876-62.8% |
| Participant deferral / active EE | $6,809 | $3,972+71.4% | $3,609+88.7% | $5,439+25.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |