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 | $139,185 | $102,616+35.6% | $81,983+69.8% | $158,922-12.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.12% | 61.04%-46.9pp | 41.31%-27.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,394 | $3,240-26.1% | $2,498-4.2% | $4,761-49.7% |
| Participant deferral / active EE | $7,619 | $4,648+63.9% | $3,722+104.7% | $5,982+27.4% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |