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 | $47,999 | $175,202-72.6% | $149,673-67.9% | $139,434-65.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 71.61% | 166.71%-95.1pp | 134.42%-62.8pp | 372.94%-301.3pp |
| Employer contribution / active EE | $2,365 | $5,474-56.8% | $4,818-50.9% | $4,751-50.2% |
| Participant deferral / active EE | $3,204 | $6,519-50.9% | $5,680-43.6% | $6,710-52.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |