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 | $165,044 | $198,466-16.8% | $170,442-3.2% | $147,584+11.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.86% | 257.29%-240.4pp | 205.93%-189.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $8,227 | $6,184+33.0% | $5,433+51.4% | $4,876+68.7% |
| Participant deferral / active EE | $2,827 | $5,629-49.8% | $4,939-42.8% | $5,439-48.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |