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 3-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 | $94,721 | $210,648-55.0% | $177,989-46.8% | $145,922-35.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.57% | 385.86%-368.3pp | 294.48%-276.9pp | 561.29%-543.7pp |
| Employer contribution / active EE | $17,250 | $4,565+277.9% | $3,949+336.9% | $4,660+270.2% |
| Participant deferral / active EE | $27,217 | $6,958+291.2% | $6,276+333.7% | $6,688+307.0% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |