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 | $140,651 | $226,064-37.8% | $182,532-22.9% | $152,861-8.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.77% | 192.51%-165.7pp | 148.54%-121.8pp | 345.32%-318.5pp |
| Employer contribution / active EE | $14,517 | $4,978+191.6% | $4,076+256.2% | $4,762+204.8% |
| Participant deferral / active EE | $8,531 | $6,368+34.0% | $5,524+54.4% | $5,850+45.8% |
| Admin fee / account holder | $1 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |