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 | $83,155 | $150,187-44.6% | $120,354-30.9% | $145,922-43.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 29.21% | 154.07%-124.9pp | 107.15%-77.9pp | 561.29%-532.1pp |
| Employer contribution / active EE | $6,502 | $4,348+49.5% | $3,463+87.8% | $4,660+39.5% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $10 | $12,207-99.9% | $9,423-99.9% | $13,397-99.9% |