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 | $147,015 | $209,411-29.8% | $178,490-17.6% | $158,922-7.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.00% | 188.75%-171.7pp | 151.07%-134.1pp | 302.83%-285.8pp |
| Employer contribution / active EE | $5,657 | $5,706-0.9% | $5,011+12.9% | $4,761+18.8% |
| Participant deferral / active EE | $6,011 | $5,954+1.0% | $5,202+15.6% | $5,982+0.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |