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 | $55,665 | $226,064-75.4% | $182,532-69.5% | $152,861-63.6% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 30.94% | 192.51%-161.6pp | 148.54%-117.6pp | 345.32%-314.4pp |
| Employer contribution / active EE | $1,361 | $4,978-72.7% | $4,076-66.6% | $4,762-71.4% |
| Participant deferral / active EE | $8,457 | $6,368+32.8% | $5,524+53.1% | $5,850+44.6% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |