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 | $28,579 | $124,185-77.0% | $108,410-73.6% | $167,490-82.9% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 19.66% | 1379.64%-1360.0pp | 905.27%-885.6pp | 478.56%-458.9pp |
| Employer contribution / active EE | $4,268 | $4,187+1.9% | $3,558+19.9% | $4,837-11.8% |
| Participant deferral / active EE | $7,616 | $6,908+10.2% | $6,563+16.1% | $6,341+20.1% |
| Admin fee / account holder | $101 | $9,455-98.9% | $7,295-98.6% | $12,309-99.2% |