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 10-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 | $99,925 | $118,849-15.9% | $96,562+3.5% | $167,490-40.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.47% | 50.49%-35.0pp | 37.78%-22.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,634 | $3,120-47.6% | $2,356-30.7% | $4,837-66.2% |
| Participant deferral / active EE | $8,023 | $4,616+73.8% | $3,849+108.4% | $6,341+26.5% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |