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 | $39,439 | $202,318-80.5% | $172,739-77.2% | $152,861-74.2% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 27.05% | 1029.65%-1002.6pp | 802.84%-775.8pp | 345.32%-318.3pp |
| Employer contribution / active EE | $10,742 | $5,856+83.4% | $5,143+108.9% | $4,762+125.6% |
| Participant deferral / active EE | $5,985 | $5,948+0.6% | $5,198+15.2% | $5,850+2.3% |
| Admin fee / account holder | $86 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |