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 | $194,334 | $157,256+23.6% | $141,162+37.7% | $152,861+27.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.65% | 64.32%-42.7pp | 71.39%-49.7pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,474 | $5,261-72.0% | $4,735-68.9% | $4,762-69.0% |
| Participant deferral / active EE | $6,467 | $7,109-9.0% | $6,709-3.6% | $5,850+10.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |