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 8-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 | $66,710 | $84,696-21.2% | $75,696-11.9% | $167,490-60.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.95% | 199.36%-183.4pp | 104.53%-88.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $4,020 | $3,230+24.5% | $2,743+46.6% | $4,837-16.9% |
| Participant deferral / active EE | $8,040 | $4,580+75.6% | $3,821+110.4% | $6,341+26.8% |
| Admin fee / account holder | $263 | $5,355-95.1% | $3,619-92.7% | $12,309-97.9% |