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 | $51,481 | $115,882-55.6% | $100,516-48.8% | $158,922-67.6% |
| Participation rate | 94.7% | 81.6%+13.2pp | 79.4%+15.3pp | 82.0%+12.8pp |
| Annual return | 41.19% | 34.79%+6.4pp | 30.89%+10.3pp | 302.83%-261.6pp |
| Employer contribution / active EE | $4,450 | $4,103+8.5% | $3,418+30.2% | $4,761-6.5% |
| Participant deferral / active EE | $5,047 | $6,674-24.4% | $6,270-19.5% | $5,982-15.6% |
| Admin fee / account holder | $1 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |