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 5-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 | $63,132 | $109,982-42.6% | $97,226-35.1% | $145,922-56.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.53% | 242.90%-234.4pp | 75.13%-66.6pp | 561.29%-552.8pp |
| Employer contribution / active EE | $6,884 | $3,084+123.2% | $2,729+152.3% | $4,660+47.7% |
| Participant deferral / active EE | $8,499 | $4,676+81.8% | $4,264+99.3% | $6,688+27.1% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |