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 | $84,755 | $116,175-27.0% | $93,606-9.5% | $152,861-44.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 17.49% | 35.96%-18.5pp | 32.76%-15.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $12,765 | $3,218+296.7% | $2,718+369.7% | $4,762+168.0% |
| Participant deferral / active EE | $6,334 | $4,603+37.6% | $4,069+55.7% | $5,850+8.3% |
| Admin fee / account holder | $11 | $10,748-99.9% | $7,888-99.9% | $11,596-99.9% |