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 | $49,319 | $99,020-50.2% | $86,590-43.0% | $147,584-66.6% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 20.89% | 1312.34%-1291.4pp | 964.84%-944.0pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,695 | $3,132-45.9% | $2,839-40.3% | $4,876-65.2% |
| Participant deferral / active EE | $5,482 | $3,972+38.0% | $3,609+51.9% | $5,439+0.8% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |