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 | $66,968 | $115,770-42.2% | $101,248-33.9% | $158,922-57.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.38% | 56.14%-35.8pp | 46.47%-26.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,800 | $4,175-56.9% | $3,660-50.8% | $4,761-62.2% |
| Participant deferral / active EE | $4,145 | $4,957-16.4% | $4,370-5.2% | $5,982-30.7% |
| Admin fee / account holder | $33 | $7,245-99.5% | $5,945-99.5% | $11,246-99.7% |