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 | $85,405 | $108,172-21.0% | $77,482+10.2% | $158,922-46.3% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 25.23% | 31.67%-6.4pp | 54.79%-29.6pp | 302.83%-277.6pp |
| Employer contribution / active EE | $8,583 | $1,325+547.8% | $986+770.1% | $4,761+80.3% |
| Participant deferral / active EE | $12,833 | $2,456+422.5% | $1,861+589.5% | $5,982+114.5% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |