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 | $23,611 | $105,126-77.5% | $94,646-75.1% | $139,434-83.1% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 46.68% | 38.03%+8.6pp | 156.71%-110.0pp | 372.94%-326.3pp |
| Employer contribution / active EE | $1,107 | $4,106-73.0% | $3,672-69.8% | $4,751-76.7% |
| Participant deferral / active EE | $4,994 | $7,599-34.3% | $7,418-32.7% | $6,710-25.6% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |