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 | $77,435 | $165,335-53.2% | $149,696-48.3% | $158,922-51.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.37% | 348.15%-318.8pp | 276.60%-247.2pp | 302.83%-273.5pp |
| Employer contribution / active EE | $9,561 | $5,103+87.4% | $4,644+105.9% | $4,761+100.8% |
| Participant deferral / active EE | $16,025 | $7,181+123.2% | $6,842+134.2% | $5,982+167.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |