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 | $83,372 | $135,952-38.7% | $123,892-32.7% | $273,961-69.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 173.37% | 56.63%+116.7pp | 47.52%+125.9pp | 41.45%+131.9pp |
| Employer contribution / active EE | $17,999 | $5,170+248.2% | $4,617+289.8% | $4,869+269.7% |
| Participant deferral / active EE | $10,778 | $6,343+69.9% | $5,984+80.1% | $5,287+103.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |