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 | $174,412 | $226,064-22.8% | $182,532-4.4% | $152,861+14.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.60% | 192.51%-173.9pp | 148.54%-129.9pp | 345.32%-326.7pp |
| Employer contribution / active EE | $20,067 | $4,978+303.1% | $4,076+392.3% | $4,762+321.4% |
| Participant deferral / active EE | $13,150 | $6,368+106.5% | $5,524+138.0% | $5,850+124.8% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |