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 9-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 | $170,167 | $101,069+68.4% | $81,478+108.9% | $147,584+15.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.63% | 32.40%-9.8pp | 38.78%-16.2pp | 578.55%-555.9pp |
| Employer contribution / active EE | $840 | $3,205-73.8% | $2,568-67.3% | $4,876-82.8% |
| Participant deferral / active EE | $18,000 | $4,242+324.3% | $3,537+409.0% | $5,439+231.0% |
| Admin fee / account holder | -$522 | $5,812-109.0% | $4,561-111.4% | $10,885-104.8% |