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 | $36,514 | $102,966-64.5% | $90,281-59.6% | $152,861-76.1% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 24.23% | 95.16%-70.9pp | 78.10%-53.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,502 | $3,139-52.1% | $2,854-47.4% | $4,762-68.5% |
| Participant deferral / active EE | $6,509 | $4,281+52.0% | $3,885+67.5% | $5,850+11.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |