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 | $160,947 | $209,411-23.1% | $178,490-9.8% | $158,922+1.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.01% | 188.75%-173.7pp | 151.07%-136.1pp | 302.83%-287.8pp |
| Employer contribution / active EE | $19,347 | $5,706+239.0% | $5,011+286.1% | $4,761+306.4% |
| Participant deferral / active EE | $13,700 | $5,954+130.1% | $5,202+163.4% | $5,982+129.0% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |