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 | $53,032 | $107,334-50.6% | $92,893-42.9% | $152,861-65.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.90% | 145.58%-117.7pp | 109.41%-81.5pp | 345.32%-317.4pp |
| Employer contribution / active EE | $3,646 | $4,221-13.6% | $3,653-0.2% | $4,762-23.4% |
| Participant deferral / active EE | $2,513 | $4,845-48.1% | $4,236-40.7% | $5,850-57.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |