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 9-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 | $55,830 | $102,966-45.8% | $90,281-38.2% | $152,861-63.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.55% | 95.16%-72.6pp | 78.10%-55.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $6,551 | $3,139+108.7% | $2,854+129.5% | $4,762+37.6% |
| Participant deferral / active EE | $4,775 | $4,281+11.5% | $3,885+22.9% | $5,850-18.4% |
| Admin fee / account holder | $234 | $6,171-96.2% | $5,351-95.6% | $11,596-98.0% |