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 | $190,006 | $817,678-76.8% | $392,568-51.6% | $152,861+24.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 14.33% | 22.84%-8.5pp | 24.42%-10.1pp | 345.32%-331.0pp |
| Employer contribution / active EE | $7,488 | $5,502+36.1% | $3,783+97.9% | $4,762+57.2% |
| Participant deferral / active EE | $15,158 | $8,398+80.5% | $5,985+153.3% | $5,850+159.1% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |