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 | $124,394 | $99,079+25.6% | $77,999+59.5% | $273,961-54.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.44% | 217.93%-209.5pp | 425.96%-417.5pp | 41.45%-33.0pp |
| Employer contribution / active EE | $4,203 | $3,308+27.1% | $2,470+70.2% | $4,869-13.7% |
| Participant deferral / active EE | $11,470 | $4,306+166.4% | $3,497+228.0% | $5,287+116.9% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |