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 4-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 | $88,173 | $95,561-7.7% | $77,163+14.3% | $139,434-36.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.65% | 54.92%-40.3pp | 37.87%-23.2pp | 372.94%-358.3pp |
| Employer contribution / active EE | $43,500 | $3,147+1282.1% | $2,535+1616.1% | $4,751+815.6% |
| Participant deferral / active EE | $22,500 | $4,624+386.6% | $3,833+487.0% | $6,710+235.3% |
| Admin fee / account holder | $20 | $8,295-99.8% | $5,472-99.6% | $11,403-99.8% |