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 | $49,998 | $106,890-53.2% | $84,015-40.5% | $152,861-67.3% |
| Participation rate | 93.8% | 75.2%+18.5pp | 69.0%+24.7pp | 82.4%+11.3pp |
| Annual return | 23.75% | 104.99%-81.2pp | 71.31%-47.6pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,566 | $2,734-6.2% | $1,983+29.4% | $4,762-46.1% |
| Participant deferral / active EE | $5,281 | $4,011+31.7% | $3,239+63.1% | $5,850-9.7% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |