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 | $53,452 | $135,952-60.7% | $123,892-56.9% | $273,961-80.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 161.65% | 56.63%+105.0pp | 47.52%+114.1pp | 41.45%+120.2pp |
| Employer contribution / active EE | $7,169 | $5,170+38.7% | $4,617+55.3% | $4,869+47.3% |
| Participant deferral / active EE | $8,831 | $6,343+39.2% | $5,984+47.6% | $5,287+67.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |