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 | $147,973 | $176,056-16.0% | $159,436-7.2% | $167,490-11.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.54% | 331.75%-320.2pp | 263.57%-252.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $7,963 | $5,297+50.3% | $4,829+64.9% | $4,837+64.6% |
| Participant deferral / active EE | $15,094 | $7,750+94.8% | $7,352+105.3% | $6,341+138.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |