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 | $54,094 | $118,680-54.4% | $98,907-45.3% | $158,922-66.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 17.66% | 372.35%-354.7pp | 196.43%-178.8pp | 302.83%-285.2pp |
| Employer contribution / active EE | $4,967 | $3,333+49.0% | $2,689+84.7% | $4,761+4.3% |
| Participant deferral / active EE | $10,000 | $5,088+96.5% | $4,244+135.6% | $5,982+67.2% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |