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 | $38,028 | $160,055-76.2% | $140,016-72.8% | $135,375-71.9% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | 37.08% | 911.38%-874.3pp | 651.12%-614.0pp | 519.73%-482.7pp |
| Employer contribution / active EE | $2,267 | $6,420-64.7% | $5,606-59.6% | $4,779-52.6% |
| Participant deferral / active EE | $5,060 | $7,642-33.8% | $6,927-27.0% | $5,609-9.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |