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 | $60,595 | $198,466-69.5% | $170,442-64.4% | $147,584-58.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.99% | 257.29%-246.3pp | 205.93%-194.9pp | 578.55%-567.6pp |
| Employer contribution / active EE | $5,961 | $6,184-3.6% | $5,433+9.7% | $4,876+22.2% |
| Participant deferral / active EE | $11,253 | $5,629+99.9% | $4,939+127.8% | $5,439+106.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |