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 | $140,605 | $112,881+24.6% | $90,951+54.6% | $158,922-11.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.41% | 215.79%-201.4pp | 134.60%-120.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,575 | $2,893-45.5% | $2,122-25.8% | $4,761-66.9% |
| Participant deferral / active EE | $2,792 | $4,128-32.3% | $3,373-17.2% | $5,982-53.3% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |