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 | $47,441 | $144,119-67.1% | $117,854-59.7% | $147,584-67.9% |
| Participation rate | 86.4% | 83.4%+2.9pp | 79.7%+6.7pp | 82.8%+3.5pp |
| Annual return | 17.28% | 531.15%-513.9pp | 335.08%-317.8pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,895 | $4,896-40.9% | $3,786-23.5% | $4,876-40.6% |
| Participant deferral / active EE | $4,067 | $5,316-23.5% | $4,482-9.3% | $5,439-25.2% |
| Admin fee / account holder | $5 | $10,886-100.0% | $8,020-99.9% | $10,885-100.0% |