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 | $53,561 | $100,852-46.9% | $90,404-40.8% | $158,922-66.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 18.55% | 1724.20%-1705.7pp | 1293.02%-1274.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $3,831 | $3,689+3.9% | $3,262+17.4% | $4,761-19.5% |
| Participant deferral / active EE | $3,831 | $4,348-11.9% | $3,963-3.3% | $5,982-36.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |