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 | $77,538 | $115,770-33.0% | $101,248-23.4% | $158,922-51.2% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 15.44% | 56.14%-40.7pp | 46.47%-31.0pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,343 | $4,175-67.8% | $3,660-63.3% | $4,761-71.8% |
| Participant deferral / active EE | $6,111 | $4,957+23.3% | $4,370+39.8% | $5,982+2.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |