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 | $40,991 | $70,756-42.1% | $65,493-37.4% | $142,382-71.2% |
| Participation rate | 77.3% | 77.4%-0.1pp | 73.1%+4.2pp | 80.1%-2.8pp |
| Annual return | 20.18% | 1754.89%-1734.7pp | 982.45%-962.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,982 | $2,881-31.2% | $2,574-23.0% | $4,299-53.9% |
| Participant deferral / active EE | $4,975 | $4,637+7.3% | $3,961+25.6% | $6,507-23.5% |
| Admin fee / account holder | $254 | $6,559-96.1% | $5,028-95.0% | $12,624-98.0% |