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 | $73,622 | $65,703+12.1% | $94,224-21.9% | $59,632+23.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.45% | 5.22%-6.7pp | 10.68%-12.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $4,915 | $2,021+143.3% | $3,587+37.0% | $2,203+123.1% |
| Participant deferral / active EE | $5,940 | $3,143+89.0% | $4,320+37.5% | $3,192+86.1% |
| Admin fee / account holder | $190 | $4,264-95.6% | $6,269-97.0% | $4,297-95.6% |