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 | $33,283 | $159,602-79.1% | $150,045-77.8% | $142,382-76.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.75% | 70.24%-41.5pp | 62.55%-33.8pp | 217.08%-188.3pp |
| Employer contribution / active EE | $9,421 | $4,961+89.9% | $4,693+100.7% | $4,299+119.1% |
| Participant deferral / active EE | $12,398 | $8,310+49.2% | $7,997+55.0% | $6,507+90.5% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |