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 | $139,499 | $159,901-12.8% | $146,958-5.1% | $145,922-4.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.92% | 98.13%-78.2pp | 418.34%-398.4pp | 561.29%-541.4pp |
| Employer contribution / active EE | $12,112 | $5,286+129.1% | $4,933+145.5% | $4,660+159.9% |
| Participant deferral / active EE | $6,350 | $8,428-24.7% | $8,070-21.3% | $6,688-5.1% |
| Admin fee / account holder | $290 | $15,044-98.1% | $12,998-97.8% | $13,397-97.8% |