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 | $56,043 | $198,466-71.8% | $170,442-67.1% | $147,584-62.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.62% | 257.29%-244.7pp | 205.93%-193.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,775 | $6,184-55.1% | $5,433-48.9% | $4,876-43.1% |
| Participant deferral / active EE | $7,444 | $5,629+32.2% | $4,939+50.7% | $5,439+36.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |