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 | $116,259 | $109,982+5.7% | $97,226+19.6% | $145,922-20.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.13% | 242.90%-233.8pp | 75.13%-66.0pp | 561.29%-552.2pp |
| Employer contribution / active EE | $3,395 | $3,084+10.1% | $2,729+24.4% | $4,660-27.1% |
| Participant deferral / active EE | $8,633 | $4,676+84.6% | $4,264+102.5% | $6,688+29.1% |
| Admin fee / account holder | $2 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |