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 | $47,715 | $183,519-74.0% | $155,509-69.3% | $145,922-67.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 24.68% | 61.17%-36.5pp | 64.67%-40.0pp | 561.29%-536.6pp |
| Employer contribution / active EE | $2,814 | $5,313-47.0% | $4,672-39.8% | $4,660-39.6% |
| Participant deferral / active EE | $13,294 | $6,462+105.7% | $5,626+136.3% | $6,688+98.8% |
| Admin fee / account holder | $30 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |