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 | $104,513 | $165,912-37.0% | $122,332-14.6% | $147,584-29.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.32% | 34.55%-19.2pp | 30.27%-15.0pp | 578.55%-563.2pp |
| Employer contribution / active EE | $22,018 | $5,754+282.6% | $4,050+443.6% | $4,876+351.5% |
| Participant deferral / active EE | $12,650 | $4,005+215.8% | $3,287+284.9% | $5,439+132.6% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |