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 | $116,707 | $152,460-23.5% | $118,746-1.7% | $147,584-20.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 12.35% | 17.41%-5.1pp | 24.54%-12.2pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,247 | $5,046-55.5% | $4,193-46.4% | $4,876-53.9% |
| Participant deferral / active EE | $9,212 | $6,212+48.3% | $5,332+72.7% | $5,439+69.4% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |