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 | $153,590 | $111,754+37.4% | $103,333+48.6% | $145,922+5.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.73% | 24.77%-13.0pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $11,507 | $4,212+173.2% | $3,868+197.5% | $4,660+146.9% |
| Participant deferral / active EE | $7,757 | $5,619+38.1% | $5,057+53.4% | $6,688+16.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |