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 | $50,375 | $108,642-53.6% | $74,701-32.6% | $152,861-67.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 31.31% | 114.06%-82.8pp | 752.92%-721.6pp | 345.32%-314.0pp |
| Employer contribution / active EE | $1,220 | $1,503-18.8% | $1,084+12.6% | $4,762-74.4% |
| Participant deferral / active EE | $12,927 | $2,712+376.6% | $1,964+558.4% | $5,850+121.0% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |