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 10-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 | $74,727 | $152,587-51.0% | $125,175-40.3% | $152,861-51.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.62% | 54.84%-29.2pp | 43.79%-18.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $4,277 | $4,946-13.5% | $3,865+10.6% | $4,762-10.2% |
| Participant deferral / active EE | $9,297 | $5,868+58.4% | $4,937+88.3% | $5,850+58.9% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |