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 | $45,972 | $106,890-57.0% | $84,015-45.3% | $152,861-69.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 25.10% | 104.99%-79.9pp | 71.31%-46.2pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,617 | $2,734-40.9% | $1,983-18.5% | $4,762-66.1% |
| Participant deferral / active EE | $4,331 | $4,011+8.0% | $3,239+33.7% | $5,850-26.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |