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 | $58,724 | $109,327-46.3% | $89,391-34.3% | $158,922-63.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 37.65% | 345.68%-308.0pp | 245.62%-208.0pp | 302.83%-265.2pp |
| Employer contribution / active EE | $3,369 | $3,170+6.3% | $2,586+30.3% | $4,761-29.2% |
| Participant deferral / active EE | $9,693 | $4,598+110.8% | $3,890+149.2% | $5,982+62.0% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |