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 | $47,312 | $121,625-61.1% | $104,607-54.8% | $158,922-70.2% |
| Participation rate | 88.9% | 77.5%+11.4pp | 74.1%+14.8pp | 82.0%+6.9pp |
| Annual return | 13.62% | 465.26%-451.6pp | 340.46%-326.8pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,024 | $3,163-36.0% | $2,681-24.5% | $4,761-57.5% |
| Participant deferral / active EE | $2,530 | $4,177-39.4% | $3,740-32.4% | $5,982-57.7% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |