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 | $196,967 | $152,587+29.1% | $125,175+57.4% | $152,861+28.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.26% | 54.84%-39.6pp | 43.79%-28.5pp | 345.32%-330.1pp |
| Employer contribution / active EE | $4,744 | $4,946-4.1% | $3,865+22.7% | $4,762-0.4% |
| Participant deferral / active EE | $8,333 | $5,868+42.0% | $4,937+68.8% | $5,850+42.4% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |