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 | $55,327 | $126,574-56.3% | $106,213-47.9% | $145,922-62.1% |
| Participation rate | 78.6% | 77.6%+0.9pp | 75.3%+3.3pp | 80.3%-1.7pp |
| Annual return | 14.17% | 224.79%-210.6pp | 116.14%-102.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $9,614 | $5,724+68.0% | $5,016+91.7% | $6,688+43.8% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |