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 | $151,486 | $104,907+44.4% | $84,611+79.0% | $152,861-0.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.47% | 373.79%-350.3pp | 258.74%-235.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,079 | $3,302-37.0% | $2,652-21.6% | $4,762-56.3% |
| Participant deferral / active EE | $3,199 | $4,688-31.8% | $3,899-18.0% | $5,850-45.3% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |