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 | $56,267 | $107,934-47.9% | $91,989-38.8% | $152,861-63.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 30.47% | 89.24%-58.8pp | 69.02%-38.5pp | 345.32%-314.8pp |
| Employer contribution / active EE | $4,632 | $4,210+10.0% | $3,452+34.2% | $4,762-2.7% |
| Participant deferral / active EE | $13,793 | $6,364+116.7% | $5,923+132.9% | $5,850+135.8% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |