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 5-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 | $48,787 | $111,724-56.3% | $93,606-47.9% | $145,922-66.6% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 18.43% | 202.98%-184.6pp | 133.20%-114.8pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,711 | $3,090-12.3% | $2,420+12.0% | $4,660-41.8% |
| Participant deferral / active EE | $6,652 | $4,912+35.4% | $4,411+50.8% | $6,688-0.5% |
| Admin fee / account holder | $7 | $10,250-99.9% | $8,285-99.9% | $13,397-99.9% |