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 6-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 | $123,671 | $183,963-32.8% | $162,163-23.7% | $152,861-19.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.95% | 150.76%-131.8pp | 115.59%-96.6pp | 345.32%-326.4pp |
| Employer contribution / active EE | $25,887 | $6,371+306.3% | $5,614+361.1% | $4,762+443.6% |
| Participant deferral / active EE | $13,667 | $8,034+70.1% | $7,298+87.3% | $5,850+133.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |