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 | $104,499 | $175,202-40.4% | $149,673-30.2% | $139,434-25.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.07% | 166.71%-143.6pp | 134.42%-111.3pp | 372.94%-349.9pp |
| Employer contribution / active EE | $9,333 | $5,474+70.5% | $4,818+93.7% | $4,751+96.5% |
| Participant deferral / active EE | $5,354 | $6,519-17.9% | $5,680-5.7% | $6,710-20.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |