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 3-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 | $66,374 | $109,881-39.6% | $150,045-55.8% | $84,808-21.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 78.05% | 28.25%+49.8pp | 62.55%+15.5pp | 40.90%+37.2pp |
| Employer contribution / active EE | $9,052 | $3,561+154.2% | $4,693+92.9% | $2,631+244.1% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $193 | $8,568-97.7% | $13,435-98.6% | $7,344-97.4% |