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 | $48,764 | $111,754-56.4% | $103,333-52.8% | $145,922-66.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.07% | 24.77%-12.7pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,660 | $4,212-36.9% | $3,868-31.2% | $4,660-42.9% |
| Participant deferral / active EE | $6,285 | $5,619+11.9% | $5,057+24.3% | $6,688-6.0% |
| Admin fee / account holder | $214 | $9,750-97.8% | $8,355-97.4% | $13,397-98.4% |