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 9-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 | $165,083 | $183,963-10.3% | $162,163+1.8% | $152,861+8.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.12% | 150.76%-127.6pp | 115.59%-92.5pp | 345.32%-322.2pp |
| Employer contribution / active EE | $17,038 | $6,371+167.5% | $5,614+203.5% | $4,762+257.8% |
| Participant deferral / active EE | $5,687 | $8,034-29.2% | $7,298-22.1% | $5,850-2.8% |
| Admin fee / account holder | $152 | $13,121-98.8% | $10,843-98.6% | $11,596-98.7% |