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 | $40,257 | $165,335-75.7% | $149,696-73.1% | $158,922-74.7% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 24.36% | 348.15%-323.8pp | 276.60%-252.2pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,736 | $5,103-46.4% | $4,644-41.1% | $4,761-42.5% |
| Participant deferral / active EE | $5,917 | $7,181-17.6% | $6,842-13.5% | $5,982-1.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |