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 6-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 | $52,860 | $138,044-61.7% | $125,339-57.8% | $134,475-60.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 9.03% | 750.33%-741.3pp | 572.05%-563.0pp | 417.96%-408.9pp |
| Employer contribution / active EE | $2,407 | $5,243-54.1% | $4,814-50.0% | $4,740-49.2% |
| Participant deferral / active EE | $11,695 | $7,799+50.0% | $7,446+57.1% | $6,400+82.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |