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 9-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 | $132,472 | $209,411-36.7% | $178,490-25.8% | $158,922-16.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.53% | 188.75%-172.2pp | 151.07%-134.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,140 | $5,706-45.0% | $5,011-37.3% | $4,761-34.1% |
| Participant deferral / active EE | $10,795 | $5,954+81.3% | $5,202+107.5% | $5,982+80.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |