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 | $75,086 | $165,335-54.6% | $149,696-49.8% | $158,922-52.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.50% | 348.15%-326.6pp | 276.60%-255.1pp | 302.83%-281.3pp |
| Employer contribution / active EE | $3,526 | $5,103-30.9% | $4,644-24.1% | $4,761-26.0% |
| Participant deferral / active EE | $12,534 | $7,181+74.5% | $6,842+83.2% | $5,982+109.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |