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 | $77,023 | $116,175-33.7% | $93,606-17.7% | $152,861-49.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.39% | 35.96%-13.6pp | 32.76%-10.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $12,853 | $3,218+299.4% | $2,718+372.9% | $4,762+169.9% |
| Participant deferral / active EE | $3,902 | $4,603-15.2% | $4,069-4.1% | $5,850-33.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |