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 | $71,752 | $183,963-61.0% | $162,163-55.8% | $152,861-53.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.83% | 150.76%-137.9pp | 115.59%-102.8pp | 345.32%-332.5pp |
| Employer contribution / active EE | $2,659 | $6,371-58.3% | $5,614-52.6% | $4,762-44.2% |
| Participant deferral / active EE | $10,325 | $8,034+28.5% | $7,298+41.5% | $5,850+76.5% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |