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 10-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 | $62,313 | $104,106-40.1% | $71,086-12.3% | $135,375-54.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 22.94% | 1256.30%-1233.4pp | 650.59%-627.7pp | 519.73%-496.8pp |
| Employer contribution / active EE | $1,974 | $1,485+32.9% | $1,088+81.5% | $4,779-58.7% |
| Participant deferral / active EE | $7,854 | $2,527+210.8% | $1,874+319.1% | $5,609+40.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |