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 10-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 | $76,165 | $106,890-28.7% | $84,015-9.3% | $152,861-50.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.25% | 104.99%-82.7pp | 71.31%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,036 | $2,734+11.0% | $1,983+53.1% | $4,762-36.2% |
| Participant deferral / active EE | $5,378 | $4,011+34.1% | $3,239+66.1% | $5,850-8.1% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |