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 | $70,134 | $183,519-61.8% | $155,509-54.9% | $145,922-51.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.81% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,912 | $5,313-7.5% | $4,672+5.1% | $4,660+5.4% |
| Participant deferral / active EE | $10,075 | $6,462+55.9% | $5,626+79.1% | $6,688+50.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |