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 | $84,795 | $210,648-59.7% | $177,989-52.4% | $145,922-41.9% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 17.12% | 385.86%-368.7pp | 294.48%-277.4pp | 561.29%-544.2pp |
| Employer contribution / active EE | $6,022 | $4,565+31.9% | $3,949+52.5% | $4,660+29.2% |
| Participant deferral / active EE | $9,348 | $6,958+34.4% | $6,276+48.9% | $6,688+39.8% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |