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 5-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 | $47,169 | $238,490-80.2% | $180,183-73.8% | $142,382-66.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 91.79% | 33.56%+58.2pp | 27.86%+63.9pp | 217.08%-125.3pp |
| Employer contribution / active EE | $3,382 | $6,143-44.9% | $5,039-32.9% | $4,299-21.3% |
| Participant deferral / active EE | $9,924 | $7,996+24.1% | $6,822+45.5% | $6,507+52.5% |
| Admin fee / account holder | $23 | $28,866-99.9% | $19,975-99.9% | $12,624-99.8% |