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 | $45,879 | $70,756-35.2% | $65,493-29.9% | $142,382-67.8% |
| Participation rate | 93.3% | 77.4%+16.0pp | 73.1%+20.2pp | 80.1%+13.2pp |
| Annual return | 23.50% | 1754.89%-1731.4pp | 982.45%-959.0pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,675 | $2,881-7.1% | $2,574+3.9% | $4,299-37.8% |
| Participant deferral / active EE | $7,324 | $4,637+57.9% | $3,961+84.9% | $6,507+12.6% |
| Admin fee / account holder | $209 | $6,559-96.8% | $5,028-95.8% | $12,624-98.3% |