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 10-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 | $18,879 | $78,694-76.0% | $67,652-72.1% | $125,391-84.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 7.23% | 9.46%-2.2pp | 6625.04%-6617.8pp | 282.22%-275.0pp |
| Employer contribution / active EE | $9,614 | $3,044+215.8% | $2,266+324.3% | $4,866+97.6% |
| Participant deferral / active EE | $5,264 | $4,292+22.6% | $3,560+47.9% | $5,352-1.6% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |