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 | $24,585 | $99,079-75.2% | $77,999-68.5% | $273,961-91.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 36.89% | 217.93%-181.0pp | 425.96%-389.1pp | 41.45%-4.6pp |
| Employer contribution / active EE | $4,800 | $3,308+45.1% | $2,470+94.3% | $4,869-1.4% |
| Participant deferral / active EE | $12,000 | $4,306+178.7% | $3,497+243.2% | $5,287+127.0% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |