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 7-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 | $202,166 | $165,335+22.3% | $149,696+35.1% | $158,922+27.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15697.95% | 348.15%+15349.8pp | 276.60%+15421.3pp | 302.83%+15395.1pp |
| Employer contribution / active EE | $9,580 | $5,103+87.7% | $4,644+106.3% | $4,761+101.2% |
| Participant deferral / active EE | $8,009 | $7,181+11.5% | $6,842+17.1% | $5,982+33.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |