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 | $146,588 | $159,901-8.3% | $146,958-0.3% | $145,922+0.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.12% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $11,797 | $5,286+123.2% | $4,933+139.1% | $4,660+153.2% |
| Participant deferral / active EE | $5,206 | $8,428-38.2% | $8,070-35.5% | $6,688-22.2% |
| Admin fee / account holder | $29 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |