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 | $81,653 | $157,256-48.1% | $141,162-42.2% | $152,861-46.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.63% | 64.32%-38.7pp | 71.39%-45.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $14,923 | $5,261+183.7% | $4,735+215.2% | $4,762+213.4% |
| Participant deferral / active EE | $12,273 | $7,109+72.6% | $6,709+82.9% | $5,850+109.8% |
| Admin fee / account holder | $129 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |