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 | $85,105 | $109,327-22.2% | $89,391-4.8% | $158,922-46.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.93% | 345.68%-325.7pp | 245.62%-225.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,535 | $3,170-20.0% | $2,586-2.0% | $4,761-46.8% |
| Participant deferral / active EE | $19,000 | $4,598+313.2% | $3,890+388.4% | $5,982+217.6% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |