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 9-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 | $221,470 | $180,449+22.7% | $154,107+43.7% | $135,375+63.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.53% | 888.09%-880.6pp | 735.12%-727.6pp | 519.73%-512.2pp |
| Employer contribution / active EE | $7,124 | $6,035+18.0% | $5,298+34.5% | $4,779+49.1% |
| Participant deferral / active EE | $9,542 | $5,806+64.3% | $5,081+87.8% | $5,609+70.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |