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 | $54,702 | $102,966-46.9% | $90,281-39.4% | $152,861-64.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.31% | 95.16%-67.9pp | 78.10%-50.8pp | 345.32%-318.0pp |
| Employer contribution / active EE | $5,588 | $3,139+78.0% | $2,854+95.8% | $4,762+17.3% |
| Participant deferral / active EE | $6,671 | $4,281+55.8% | $3,885+71.7% | $5,850+14.0% |
| Admin fee / account holder | $268 | $6,171-95.7% | $5,351-95.0% | $11,596-97.7% |