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 | $88,386 | $99,652-11.3% | $78,778+12.2% | $147,584-40.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.39% | 47.28%-28.9pp | 35.62%-17.2pp | 578.55%-560.2pp |
| Employer contribution / active EE | $27,110 | $2,796+869.7% | $1,986+1265.3% | $4,876+456.0% |
| Participant deferral / active EE | $12,998 | $3,664+254.8% | $2,958+339.4% | $5,439+139.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |