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 | $82,436 | $108,919-24.3% | $100,391-17.9% | $145,922-43.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.40% | 57.88%-47.5pp | 49.20%-38.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,225 | $4,419-49.6% | $3,942-43.5% | $4,660-52.2% |
| Participant deferral / active EE | $5,178 | $8,445-38.7% | $8,082-35.9% | $6,688-22.6% |
| Admin fee / account holder | $31 | $9,689-99.7% | $7,899-99.6% | $13,397-99.8% |