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 7-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 | $93,155 | $96,635-3.6% | $86,612+7.6% | $139,434-33.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.12% | 106.41%-82.3pp | 591.07%-567.0pp | 372.94%-348.8pp |
| Employer contribution / active EE | $18,052 | $3,263+453.2% | $3,022+497.3% | $4,751+280.0% |
| Participant deferral / active EE | $5,525 | $4,836+14.2% | $4,438+24.5% | $6,710-17.7% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |