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 | $238,319 | $157,256+51.5% | $141,162+68.8% | $152,861+55.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.04% | 64.32%-40.3pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $5,107 | $5,261-2.9% | $4,735+7.9% | $4,762+7.2% |
| Participant deferral / active EE | $10,141 | $7,109+42.6% | $6,709+51.1% | $5,850+73.3% |
| Admin fee / account holder | -$118 | $12,120-101.0% | $10,261-101.1% | $11,596-101.0% |