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 | $63,185 | $102,966-38.6% | $90,281-30.0% | $152,861-58.7% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 24.60% | 95.16%-70.6pp | 78.10%-53.5pp | 345.32%-320.7pp |
| Employer contribution / active EE | $729 | $3,139-76.8% | $2,854-74.5% | $4,762-84.7% |
| Participant deferral / active EE | $8,374 | $4,281+95.6% | $3,885+115.5% | $5,850+43.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |