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 | $148,461 | $210,648-29.5% | $177,989-16.6% | $145,922+1.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.97% | 385.86%-361.9pp | 294.48%-270.5pp | 561.29%-537.3pp |
| Employer contribution / active EE | $3,356 | $4,565-26.5% | $3,949-15.0% | $4,660-28.0% |
| Participant deferral / active EE | $5,728 | $6,958-17.7% | $6,276-8.7% | $6,688-14.4% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |