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 8-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 | $47,431 | $157,256-69.8% | $141,162-66.4% | $152,861-69.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.99% | 64.32%-36.3pp | 71.39%-43.4pp | 345.32%-317.3pp |
| Employer contribution / active EE | $3,036 | $5,261-42.3% | $4,735-35.9% | $4,762-36.3% |
| Participant deferral / active EE | $10,954 | $7,109+54.1% | $6,709+63.3% | $5,850+87.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |