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 5-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 | $215,037 | $155,788+38.0% | $124,672+72.5% | $167,490+28.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 21.58% | 17.97%+3.6pp | 5142.93%-5121.3pp | 478.56%-457.0pp |
| Employer contribution / active EE | $4,482 | $4,163+7.7% | $3,324+34.9% | $4,837-7.3% |
| Participant deferral / active EE | $10,500 | $5,673+85.1% | $4,614+127.6% | $6,341+65.6% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |