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 8-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 | $72,541 | $112,096-35.3% | $95,952-24.4% | $158,922-54.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.86% | 171.09%-157.2pp | 91.61%-77.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $8,191 | $3,198+156.1% | $2,541+222.4% | $4,761+72.0% |
| Participant deferral / active EE | $3,090 | $4,784-35.4% | $4,167-25.8% | $5,982-48.3% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |