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 | $111,235 | $133,922-16.9% | $116,228-4.3% | $142,382-21.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.82% | 147.76%-134.9pp | 90.06%-77.2pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,400 | $3,446+27.7% | $2,994+47.0% | $4,299+2.4% |
| Participant deferral / active EE | $10,092 | $5,672+77.9% | $4,953+103.7% | $6,507+55.1% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |