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 | $53,332 | $209,411-74.5% | $178,490-70.1% | $158,922-66.4% |
| Participation rate | 95.8% | 86.3%+9.5pp | 81.9%+13.9pp | 82.0%+13.9pp |
| Annual return | 25.38% | 188.75%-163.4pp | 151.07%-125.7pp | 302.83%-277.4pp |
| Employer contribution / active EE | $3,915 | $5,706-31.4% | $5,011-21.9% | $4,761-17.8% |
| Participant deferral / active EE | $3,188 | $5,954-46.5% | $5,202-38.7% | $5,982-46.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |