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 | $102,316 | $126,574-19.2% | $106,213-3.7% | $145,922-29.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.72% | 224.79%-214.1pp | 116.14%-105.4pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,459 | $3,730-34.1% | $3,171-22.5% | $4,660-47.2% |
| Participant deferral / active EE | $8,307 | $5,724+45.1% | $5,016+65.6% | $6,688+24.2% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |