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 7-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 | $44,299 | $108,919-59.3% | $100,391-55.9% | $145,922-69.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.21% | 57.88%-42.7pp | 49.20%-34.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $6,033 | $4,419+36.5% | $3,942+53.1% | $4,660+29.5% |
| Participant deferral / active EE | $7,247 | $8,445-14.2% | $8,082-10.3% | $6,688+8.4% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |