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 | $84,925 | $102,966-17.5% | $90,281-5.9% | $152,861-44.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.43% | 95.16%-75.7pp | 78.10%-58.7pp | 345.32%-325.9pp |
| Employer contribution / active EE | $23,028 | $3,139+633.7% | $2,854+706.7% | $4,762+383.5% |
| Participant deferral / active EE | $17,795 | $4,281+315.6% | $3,885+358.0% | $5,850+204.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |