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 | $45,176 | $154,117-70.7% | $129,995-65.2% | $139,434-67.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.47% | 32.48%-11.0pp | -137.18%+158.6pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,382 | $5,289-55.0% | $4,320-44.9% | $4,751-49.9% |
| Participant deferral / active EE | $10,579 | $6,710+57.7% | $5,820+81.8% | $6,710+57.7% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |