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 | $82,006 | $96,635-15.1% | $86,612-5.3% | $139,434-41.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.77% | 106.41%-88.6pp | 591.07%-573.3pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,079 | $3,263-36.3% | $3,022-31.2% | $4,751-56.2% |
| Participant deferral / active EE | $22,113 | $4,836+357.3% | $4,438+398.3% | $6,710+229.5% |
| Admin fee / account holder | $4 | $6,408-99.9% | $5,614-99.9% | $11,403-100.0% |