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 | $66,950 | $158,398-57.7% | $126,539-47.1% | $142,382-53.0% |
| Participation rate | 85.0% | 75.8%+9.2pp | 69.8%+15.2pp | 80.1%+4.9pp |
| Annual return | 15.34% | 593.76%-578.4pp | 425.95%-410.6pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,582 | $4,650-66.0% | $3,674-56.9% | $4,299-63.2% |
| Participant deferral / active EE | $4,770 | $4,767+0.1% | $4,083+16.8% | $6,507-26.7% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |