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 | $42,800 | $198,466-78.4% | $170,442-74.9% | $147,584-71.0% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 17.69% | 257.29%-239.6pp | 205.93%-188.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $2,771 | $6,184-55.2% | $5,433-49.0% | $4,876-43.2% |
| Participant deferral / active EE | $3,069 | $5,629-45.5% | $4,939-37.9% | $5,439-43.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |