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 | $47,343 | $183,963-74.3% | $162,163-70.8% | $152,861-69.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 27.18% | 150.76%-123.6pp | 115.59%-88.4pp | 345.32%-318.1pp |
| Employer contribution / active EE | $1,936 | $6,371-69.6% | $5,614-65.5% | $4,762-59.4% |
| Participant deferral / active EE | $5,103 | $8,034-36.5% | $7,298-30.1% | $5,850-12.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |