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 | $111,126 | $92,222+20.5% | $76,768+44.8% | $135,375-17.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 25.52% | 5.46%+20.1pp | 2.43%+23.1pp | 519.73%-494.2pp |
| Employer contribution / active EE | $1,422 | $3,216-55.8% | $2,485-42.8% | $4,779-70.3% |
| Participant deferral / active EE | $3,804 | $4,509-15.6% | $3,852-1.2% | $5,609-32.2% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |