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 | $112,371 | $98,240+14.4% | $82,313+36.5% | $147,584-23.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.47% | 30.85%-9.4pp | 25.88%-4.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $7,988 | $3,192+150.3% | $2,428+229.0% | $4,876+63.8% |
| Participant deferral / active EE | $11,983 | $4,383+173.4% | $3,706+223.3% | $5,439+120.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |