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 | $54,855 | $183,963-70.2% | $162,163-66.2% | $152,861-64.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.23% | 150.76%-129.5pp | 115.59%-94.4pp | 345.32%-324.1pp |
| Employer contribution / active EE | $7,276 | $6,371+14.2% | $5,614+29.6% | $4,762+52.8% |
| Participant deferral / active EE | $11,000 | $8,034+36.9% | $7,298+50.7% | $5,850+88.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |