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 | $51,772 | $106,890-51.6% | $84,015-38.4% | $152,861-66.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 31.70% | 104.99%-73.3pp | 71.31%-39.6pp | 345.32%-313.6pp |
| Employer contribution / active EE | $4,250 | $2,734+55.4% | $1,983+114.3% | $4,762-10.8% |
| Participant deferral / active EE | $13,080 | $4,011+226.1% | $3,239+303.9% | $5,850+123.6% |
| Admin fee / account holder | $63 | $8,285-99.2% | $6,101-99.0% | $11,596-99.5% |