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 | $62,703 | $95,971-34.7% | $74,550-15.9% | $135,375-53.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.06% | 56.96%-56.9pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $8,250 | $2,716+203.7% | $1,961+320.7% | $4,779+72.6% |
| Participant deferral / active EE | $18,500 | $3,843+381.3% | $3,108+495.2% | $5,609+229.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |