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 7-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 | $48,948 | $99,918-51.0% | $81,382-39.9% | $145,922-66.5% |
| Participation rate | 83.3% | 74.2%+9.2pp | 69.5%+13.8pp | 80.3%+3.1pp |
| Annual return | 10.14% | 34.32%-24.2pp | 24.73%-14.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $9,543 | $2,978+220.5% | $2,463+287.5% | $4,660+104.8% |
| Participant deferral / active EE | $6,212 | $4,605+34.9% | $3,883+60.0% | $6,688-7.1% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |