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 | $235,058 | $86,699+171.1% | $73,307+220.6% | $125,391+87.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.54% | 2.78%-4.3pp | 5.67%-7.2pp | 282.22%-283.8pp |
| Employer contribution / active EE | $34,500 | $4,152+730.9% | $3,237+965.7% | $4,866+609.0% |
| Participant deferral / active EE | $24,000 | $5,550+332.4% | $4,991+380.8% | $5,352+348.5% |
| Admin fee / account holder | $1 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |