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 | $73,179 | $209,411-65.1% | $178,490-59.0% | $158,922-54.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.53% | 188.75%-178.2pp | 151.07%-140.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $8,803 | $5,706+54.3% | $5,011+75.7% | $4,761+84.9% |
| Participant deferral / active EE | $5,103 | $5,954-14.3% | $5,202-1.9% | $5,982-14.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |