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 | $52,950 | $183,519-71.1% | $155,509-66.0% | $145,922-63.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.95% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,263 | $5,313-38.6% | $4,672-30.2% | $4,660-30.0% |
| Participant deferral / active EE | $6,547 | $6,462+1.3% | $5,626+16.4% | $6,688-2.1% |
| Admin fee / account holder | $7 | $19,313-100.0% | $15,912-100.0% | $13,397-99.9% |