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 5-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 | $187,271 | $117,841+58.9% | $102,423+82.8% | $145,922+28.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.97% | 31.65%-5.7pp | 29.32%-3.4pp | 561.29%-535.3pp |
| Employer contribution / active EE | $3,205 | $3,615-11.3% | $3,023+6.0% | $4,660-31.2% |
| Participant deferral / active EE | $19,499 | $5,731+240.3% | $5,053+285.9% | $6,688+191.6% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |