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 | $120,974 | $227,553-46.8% | $189,557-36.2% | $167,490-27.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.20% | 78.40%-58.2pp | 64.17%-44.0pp | 478.56%-458.4pp |
| Employer contribution / active EE | $15,930 | $5,316+199.6% | $4,412+261.0% | $4,837+229.3% |
| Participant deferral / active EE | $12,578 | $7,002+79.6% | $6,174+103.7% | $6,341+98.4% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |