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 | $72,956 | $183,963-60.3% | $162,163-55.0% | $152,861-52.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 32.44% | 150.76%-118.3pp | 115.59%-83.2pp | 345.32%-312.9pp |
| Employer contribution / active EE | $4,262 | $6,371-33.1% | $5,614-24.1% | $4,762-10.5% |
| Participant deferral / active EE | $9,690 | $8,034+20.6% | $7,298+32.8% | $5,850+65.6% |
| Admin fee / account holder | $219 | $13,121-98.3% | $10,843-98.0% | $11,596-98.1% |