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 | $72,810 | $58,927+23.6% | $76,817-5.2% | $72,985-0.2% |
| Participation rate | 90.0% | 67.3%+22.7pp | 72.1%+17.9pp | 69.5%+20.5pp |
| Annual return | 22.99% | 2305.64%-2282.7pp | 1166.11%-1143.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,263 | $2,690+132.8% | $3,336+87.7% | $3,607+73.6% |
| Admin fee / account holder | $0 | $4,013-100.0% | $6,420-100.0% | $5,124-100.0% |