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 7-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 | $219,369 | $152,509+43.8% | $117,472+86.7% | $134,475+63.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 11.59% | 52.99%-41.4pp | 29.74%-18.2pp | 417.96%-406.4pp |
| Employer contribution / active EE | $3,345 | $5,571-40.0% | $4,176-19.9% | $4,740-29.4% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5 | $7,004-99.9% | $5,645-99.9% | $11,426-100.0% |