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 | $68,555 | $58,208+17.8% | $81,812-16.2% | $80,856-15.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.09% | 41.66%-26.6pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $6,067 | $2,340+159.3% | $2,912+108.3% | $2,755+120.2% |
| Participant deferral / active EE | $2,122 | $3,281-35.3% | $4,319-50.9% | $4,296-50.6% |
| Admin fee / account holder | $3 | $4,981-99.9% | $7,386-100.0% | $6,918-100.0% |