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 5-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 | $77,421 | $124,281-37.7% | $109,143-29.1% | $167,490-53.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 31.58% | 26.04%+5.5pp | 25.75%+5.8pp | 478.56%-447.0pp |
| Employer contribution / active EE | $7,735 | $4,207+83.8% | $3,722+107.8% | $4,837+59.9% |
| Participant deferral / active EE | $26,000 | $5,255+394.8% | $4,653+458.8% | $6,341+310.0% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |