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 | $45,400 | $104,251-56.5% | $91,001-50.1% | $147,584-69.2% |
| Participation rate | 76.9% | 78.2%-1.3pp | 75.6%+1.3pp | 82.8%-5.9pp |
| Annual return | 84.10% | 27.06%+57.0pp | 4.60%+79.5pp | 578.55%-494.5pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,805 | $4,195-9.3% | $3,547+7.3% | $5,439-30.0% |
| Admin fee / account holder | $13 | $8,948-99.9% | $5,417-99.8% | $10,885-99.9% |