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 | $82,510 | $183,963-55.1% | $162,163-49.1% | $152,861-46.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.25% | 150.76%-130.5pp | 115.59%-95.3pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,431 | $6,371-77.5% | $5,614-74.5% | $4,762-69.9% |
| Participant deferral / active EE | $9,482 | $8,034+18.0% | $7,298+29.9% | $5,850+62.1% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |