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 | $45,921 | $226,064-79.7% | $182,532-74.8% | $152,861-70.0% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.0%+12.0pp | 82.4%+7.6pp |
| Annual return | 26.57% | 192.51%-165.9pp | 148.54%-122.0pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,929 | $4,978-41.2% | $4,076-28.1% | $4,762-38.5% |
| Participant deferral / active EE | $3,705 | $6,368-41.8% | $5,524-32.9% | $5,850-36.7% |
| Admin fee / account holder | $32 | $10,703-99.7% | $8,592-99.6% | $11,596-99.7% |