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 | $147,006 | $168,632-12.8% | $147,614-0.4% | $125,391+17.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.88% | 77.65%-74.8pp | 61.98%-59.1pp | 282.22%-279.3pp |
| Employer contribution / active EE | $9,290 | $6,252+48.6% | $5,564+67.0% | $4,866+90.9% |
| Participant deferral / active EE | $2,353 | $5,507-57.3% | $4,895-51.9% | $5,352-56.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |