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 | $50,139 | $127,386-60.6% | $115,037-56.4% | $125,391-60.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.39% | 31.28%-31.7pp | 26.14%-26.5pp | 282.22%-282.6pp |
| Employer contribution / active EE | $8,337 | $5,166+61.4% | $4,608+80.9% | $4,866+71.3% |
| Participant deferral / active EE | $17,478 | $6,423+172.1% | $6,026+190.0% | $5,352+226.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |