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 7-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 | $42,487 | $197,591-78.5% | $177,821-76.1% | $158,922-73.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 47.29% | 58.76%-11.5pp | 48.32%-1.0pp | 302.83%-255.5pp |
| Employer contribution / active EE | $12,030 | $6,697+79.6% | $5,918+103.3% | $4,761+152.7% |
| Participant deferral / active EE | $9,705 | $8,405+15.5% | $7,714+25.8% | $5,982+62.2% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |