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 | $157,490 | $183,963-14.4% | $162,163-2.9% | $152,861+3.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.24% | 150.76%-127.5pp | 115.59%-92.3pp | 345.32%-322.1pp |
| Employer contribution / active EE | $9,388 | $6,371+47.4% | $5,614+67.2% | $4,762+97.1% |
| Participant deferral / active EE | $10,756 | $8,034+33.9% | $7,298+47.4% | $5,850+83.9% |
| Admin fee / account holder | $280 | $13,121-97.9% | $10,843-97.4% | $11,596-97.6% |