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 | $37,888 | $106,890-64.6% | $84,015-54.9% | $152,861-75.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.83% | 104.99%-80.2pp | 71.31%-46.5pp | 345.32%-320.5pp |
| Employer contribution / active EE | $7,358 | $2,734+169.1% | $1,983+271.0% | $4,762+54.5% |
| Participant deferral / active EE | $5,121 | $4,011+27.7% | $3,239+58.1% | $5,850-12.5% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |