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 | $172,633 | $198,466-13.0% | $170,442+1.3% | $147,584+17.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.49% | 257.29%-238.8pp | 205.93%-187.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $15,219 | $6,184+146.1% | $5,433+180.1% | $4,876+212.1% |
| Participant deferral / active EE | $13,977 | $5,629+148.3% | $4,939+183.0% | $5,439+157.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |