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 | $57,261 | $129,217-55.7% | $93,406-38.7% | $158,922-64.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 21.05% | 118.21%-97.2pp | 78.05%-57.0pp | 302.83%-281.8pp |
| Employer contribution / active EE | $7,533 | $2,711+177.8% | $2,075+263.0% | $4,761+58.2% |
| Participant deferral / active EE | $9,169 | $3,909+134.6% | $3,126+193.4% | $5,982+53.3% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,246-100.0% |