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 | $57,875 | $95,416-39.3% | $185,823-68.9% | $85,850-32.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.77% | 23.59%-10.8pp | 122.05%-109.3pp | 318.53%-305.8pp |
| Employer contribution / active EE | $4,857 | $3,314+46.6% | $5,167-6.0% | $2,565+89.4% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $203 | $7,213-97.2% | $16,237-98.8% | $6,260-96.8% |