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 10-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 | $72,390 | $226,064-68.0% | $182,532-60.3% | $152,861-52.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 30.92% | 192.51%-161.6pp | 148.54%-117.6pp | 345.32%-314.4pp |
| Employer contribution / active EE | $2,574 | $4,978-48.3% | $4,076-36.9% | $4,762-46.0% |
| Participant deferral / active EE | $12,454 | $6,368+95.6% | $5,524+125.4% | $5,850+112.9% |
| Admin fee / account holder | $2 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |