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 | $65,326 | $157,256-58.5% | $141,162-53.7% | $152,861-57.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.06% | 64.32%-39.3pp | 71.39%-46.3pp | 345.32%-320.3pp |
| Employer contribution / active EE | $4,368 | $5,261-17.0% | $4,735-7.8% | $4,762-8.3% |
| Participant deferral / active EE | $5,342 | $7,109-24.9% | $6,709-20.4% | $5,850-8.7% |
| Admin fee / account holder | $147 | $12,120-98.8% | $10,261-98.6% | $11,596-98.7% |