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 | $126,453 | $165,335-23.5% | $149,696-15.5% | $158,922-20.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.57% | 348.15%-328.6pp | 276.60%-257.0pp | 302.83%-283.3pp |
| Employer contribution / active EE | $11,322 | $5,103+121.9% | $4,644+143.8% | $4,761+137.8% |
| Participant deferral / active EE | $16,074 | $7,181+123.8% | $6,842+134.9% | $5,982+168.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |