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 5-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 | $94,375 | $183,519-48.6% | $155,509-39.3% | $145,922-35.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.43% | 61.17%-41.7pp | 64.67%-45.2pp | 561.29%-541.9pp |
| Employer contribution / active EE | $18,100 | $5,313+240.7% | $4,672+287.4% | $4,660+288.4% |
| Participant deferral / active EE | $22,500 | $6,462+248.2% | $5,626+299.9% | $6,688+236.4% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |