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 6-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 | $59,612 | $105,126-43.3% | $94,646-37.0% | $139,434-57.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 25.74% | 38.03%-12.3pp | 156.71%-131.0pp | 372.94%-347.2pp |
| Employer contribution / active EE | $3,001 | $4,106-26.9% | $3,672-18.3% | $4,751-36.8% |
| Participant deferral / active EE | $10,457 | $7,599+37.6% | $7,418+41.0% | $6,710+55.8% |
| Admin fee / account holder | $20 | $8,984-99.8% | $7,231-99.7% | $11,403-99.8% |