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 | $132,610 | $98,240+35.0% | $82,313+61.1% | $147,584-10.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 22.61% | 30.85%-8.2pp | 25.88%-3.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $6,237 | $3,192+95.4% | $2,428+156.9% | $4,876+27.9% |
| Participant deferral / active EE | $10,135 | $4,383+131.2% | $3,706+173.5% | $5,439+86.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |