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 | $24,894 | $103,376-75.9% | $87,100-71.4% | $152,861-83.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 52.38% | 28.10%+24.3pp | 28.19%+24.2pp | 345.32%-292.9pp |
| Employer contribution / active EE | $4,678 | $3,220+45.3% | $2,521+85.5% | $4,762-1.8% |
| Participant deferral / active EE | $8,894 | $4,778+86.1% | $4,049+119.7% | $5,850+52.0% |
| Admin fee / account holder | $2 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |