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 | $45,286 | $169,032-73.2% | $129,207-65.0% | $145,922-69.0% |
| Participation rate | 94.1% | 76.4%+17.7pp | 69.6%+24.5pp | 80.3%+13.8pp |
| Annual return | 11.37% | 14330.11%-14318.7pp | 9417.33%-9406.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,326 | $5,537-58.0% | $4,153-44.0% | $4,660-50.1% |
| Participant deferral / active EE | $6,233 | $4,987+25.0% | $4,168+49.6% | $6,688-6.8% |
| Admin fee / account holder | $199 | $9,954-98.0% | $7,715-97.4% | $13,397-98.5% |