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 | $54,224 | $99,020-45.2% | $86,590-37.4% | $147,584-63.3% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 20.29% | 1312.34%-1292.0pp | 964.84%-944.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $8,204 | $3,132+162.0% | $2,839+188.9% | $4,876+68.2% |
| Participant deferral / active EE | $4,486 | $3,972+12.9% | $3,609+24.3% | $5,439-17.5% |
| Admin fee / account holder | -$34 | $5,710-100.6% | $4,906-100.7% | $10,885-100.3% |