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 9-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 | $138,671 | $85,202+62.8% | $172,739-19.7% | $72,985+90.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 30.82% | 27.32%+3.5pp | 802.84%-772.0pp | 81.00%-50.2pp |
| Employer contribution / active EE | $32,724 | $3,324+884.4% | $5,143+536.3% | $2,440+1241.2% |
| Participant deferral / active EE | $22,040 | $3,260+576.0% | $5,198+324.0% | $3,607+511.0% |
| Admin fee / account holder | $156 | $5,884-97.4% | $13,954-98.9% | $5,124-97.0% |