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 | $46,871 | $126,574-63.0% | $106,213-55.9% | $145,922-67.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.91% | 224.79%-215.9pp | 116.14%-107.2pp | 561.29%-552.4pp |
| Employer contribution / active EE | $3,093 | $3,730-17.1% | $3,171-2.5% | $4,660-33.6% |
| Participant deferral / active EE | $8,747 | $5,724+52.8% | $5,016+74.4% | $6,688+30.8% |
| Admin fee / account holder | $254 | $17,304-98.5% | $11,033-97.7% | $13,397-98.1% |