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 4-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 | $51,238 | $185,822-72.4% | $169,993-69.9% | $139,434-63.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.64% | 60.50%-31.9pp | 53.37%-24.7pp | 372.94%-344.3pp |
| Employer contribution / active EE | $6,087 | $7,590-19.8% | $6,785-10.3% | $4,751+28.1% |
| Participant deferral / active EE | $18,438 | $11,622+58.6% | $10,408+77.2% | $6,710+174.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |