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 8-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 | $31,551 | $103,376-69.5% | $87,100-63.8% | $152,861-79.4% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 52.64% | 28.10%+24.5pp | 28.19%+24.5pp | 345.32%-292.7pp |
| Employer contribution / active EE | $9,279 | $3,220+188.1% | $2,521+268.0% | $4,762+94.8% |
| Participant deferral / active EE | $15,160 | $4,778+217.3% | $4,049+274.4% | $5,850+159.1% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |