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 | $108,488 | $106,543+1.8% | $91,220+18.9% | $134,475-19.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 17.71% | 160.60%-142.9pp | 114.01%-96.3pp | 417.96%-400.3pp |
| Employer contribution / active EE | $3,171 | $3,331-4.8% | $2,850+11.3% | $4,740-33.1% |
| Participant deferral / active EE | $5,695 | $4,719+20.7% | $4,234+34.5% | $6,400-11.0% |
| Admin fee / account holder | $2 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |