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 | $97,124 | $105,181-7.7% | $159,436-39.1% | $85,850+13.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.55% | 45.07%-28.5pp | 263.57%-247.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $2,136 | $3,318-35.6% | $4,829-55.8% | $2,565-16.7% |
| Participant deferral / active EE | $8,214 | $5,945+38.2% | $7,352+11.7% | $3,952+107.9% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |