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 | $62,981 | $124,319-49.3% | $111,297-43.4% | $167,490-62.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 22.71% | 37.44%-14.7pp | 54.65%-31.9pp | 478.56%-455.9pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $16,118 | $5,180+211.1% | $4,487+259.2% | $6,341+154.2% |
| Admin fee / account holder | $227 | $10,618-97.9% | $7,964-97.2% | $12,309-98.2% |