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 | $56,518 | $232,540-75.7% | $185,117-69.5% | $147,584-61.7% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 16.07% | 43.03%-27.0pp | 40.50%-24.4pp | 578.55%-562.5pp |
| Employer contribution / active EE | $3,242 | $5,195-37.6% | $4,182-22.5% | $4,876-33.5% |
| Participant deferral / active EE | $15,000 | $5,834+157.1% | $5,045+197.3% | $5,439+175.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |