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 | $37,616 | $107,334-65.0% | $92,893-59.5% | $152,861-75.4% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 26.70% | 145.58%-118.9pp | 109.41%-82.7pp | 345.32%-318.6pp |
| Employer contribution / active EE | $3,450 | $4,221-18.3% | $3,653-5.5% | $4,762-27.6% |
| Participant deferral / active EE | $6,985 | $4,845+44.2% | $4,236+64.9% | $5,850+19.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |