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 | $73,356 | $102,966-28.8% | $90,281-18.7% | $152,861-52.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 49.35% | 95.16%-45.8pp | 78.10%-28.7pp | 345.32%-296.0pp |
| Employer contribution / active EE | $3,206 | $3,139+2.1% | $2,854+12.3% | $4,762-32.7% |
| Participant deferral / active EE | $10,653 | $4,281+148.8% | $3,885+174.2% | $5,850+82.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |