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 3-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 | $49,134 | $99,877-50.8% | $84,966-42.2% | $145,922-66.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.65% | 83.76%-64.1pp | 66.38%-46.7pp | 561.29%-541.6pp |
| Employer contribution / active EE | $11,250 | $3,231+248.1% | $2,727+312.5% | $4,660+141.4% |
| Participant deferral / active EE | $15,265 | $5,291+188.5% | $4,519+237.8% | $6,688+128.3% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |