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 5-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 | $244,754 | $183,519+33.4% | $155,509+57.4% | $145,922+67.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 67.63% | 61.17%+6.5pp | 64.67%+3.0pp | 561.29%-493.7pp |
| Employer contribution / active EE | $22,438 | $5,313+322.3% | $4,672+380.2% | $4,660+381.5% |
| Participant deferral / active EE | $19,125 | $6,462+195.9% | $5,626+239.9% | $6,688+186.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |