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 7-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 | $49,736 | $124,319-60.0% | $111,297-55.3% | $167,490-70.3% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 22.35% | 37.44%-15.1pp | 54.65%-32.3pp | 478.56%-456.2pp |
| Employer contribution / active EE | $3,874 | $3,435+12.8% | $2,731+41.9% | $4,837-19.9% |
| Participant deferral / active EE | $12,637 | $5,180+143.9% | $4,487+181.6% | $6,341+99.3% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |