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 | $46,717 | $183,963-74.6% | $162,163-71.2% | $152,861-69.4% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.6%+8.3pp | 82.4%+13.4pp |
| Annual return | 20.83% | 150.76%-129.9pp | 115.59%-94.8pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,085 | $6,371-67.3% | $5,614-62.9% | $4,762-56.2% |
| Participant deferral / active EE | $3,750 | $8,034-53.3% | $7,298-48.6% | $5,850-35.9% |
| Admin fee / account holder | $221 | $13,121-98.3% | $10,843-98.0% | $11,596-98.1% |