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 | $75,970 | $158,398-52.0% | $126,539-40.0% | $142,382-46.6% |
| Participation rate | 72.2% | 75.8%-3.6pp | 69.8%+2.4pp | 80.1%-7.9pp |
| Annual return | 24.77% | 593.76%-569.0pp | 425.95%-401.2pp | 217.08%-192.3pp |
| Employer contribution / active EE | $1,311 | $4,650-71.8% | $3,674-64.3% | $4,299-69.5% |
| Participant deferral / active EE | $1,614 | $4,767-66.1% | $4,083-60.5% | $6,507-75.2% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |