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 | $64,727 | $183,963-64.8% | $162,163-60.1% | $152,861-57.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 23.07% | 150.76%-127.7pp | 115.59%-92.5pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,590 | $6,371-59.3% | $5,614-53.9% | $4,762-45.6% |
| Participant deferral / active EE | $8,107 | $8,034+0.9% | $7,298+11.1% | $5,850+38.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |