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 | $46,083 | $114,381-59.7% | $107,525-57.1% | $142,382-67.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 54.07% | 242.71%-188.6pp | 181.32%-127.2pp | 217.08%-163.0pp |
| Employer contribution / active EE | $2,464 | $4,015-38.6% | $3,754-34.4% | $4,299-42.7% |
| Participant deferral / active EE | $5,194 | $5,564-6.6% | $5,116+1.5% | $6,507-20.2% |
| Admin fee / account holder | $7 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |