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 4-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 | $49,744 | $117,841-57.8% | $102,423-51.4% | $145,922-65.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.99% | 31.65%-13.7pp | 29.32%-11.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $6,600 | $3,615+82.6% | $3,023+118.3% | $4,660+41.6% |
| Participant deferral / active EE | $11,800 | $5,731+105.9% | $5,053+133.5% | $6,688+76.4% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |