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 | $96,279 | $105,860-9.1% | $90,749+6.1% | $134,475-28.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 63.52% | -11.01%+74.5pp | -12.16%+75.7pp | 417.96%-354.4pp |
| Employer contribution / active EE | $12,635 | $3,462+264.9% | $2,921+332.6% | $4,740+166.6% |
| Participant deferral / active EE | $19,696 | $5,216+277.6% | $4,564+331.5% | $6,400+207.8% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |