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 9-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 | $91,479 | $133,958-31.7% | $112,228-18.5% | $134,475-32.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 14.69% | 47.11%-32.4pp | 27.45%-12.8pp | 417.96%-403.3pp |
| Employer contribution / active EE | $2,193 | $4,038-45.7% | $3,635-39.7% | $4,740-53.7% |
| Participant deferral / active EE | $7,334 | $5,291+38.6% | $4,728+55.1% | $6,400+14.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |