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 8-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 | $48,259 | $115,770-58.3% | $101,248-52.3% | $158,922-69.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.73% | 56.14%-30.4pp | 46.47%-20.7pp | 302.83%-277.1pp |
| Employer contribution / active EE | $12,707 | $4,175+204.4% | $3,660+247.2% | $4,761+166.9% |
| Participant deferral / active EE | $4,071 | $4,957-17.9% | $4,370-6.9% | $5,982-32.0% |
| Admin fee / account holder | $5 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |