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 9-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 | $127,945 | $69,207+84.9% | $64,056+99.7% | $139,434-8.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.31% | 45.88%-23.6pp | 33.69%-11.4pp | 372.94%-350.6pp |
| Employer contribution / active EE | $15,844 | $3,182+397.9% | $2,747+476.9% | $4,751+233.5% |
| Participant deferral / active EE | $6,001 | $4,682+28.2% | $3,880+54.7% | $6,710-10.6% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |