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 | $36,766 | $108,919-66.2% | $100,391-63.4% | $145,922-74.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 30.88% | 57.88%-27.0pp | 49.20%-18.3pp | 561.29%-530.4pp |
| Employer contribution / active EE | $7,170 | $4,419+62.2% | $3,942+81.9% | $4,660+53.9% |
| Participant deferral / active EE | $14,300 | $8,445+69.3% | $8,082+76.9% | $6,688+113.8% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |