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 8-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 | $101,233 | $183,963-45.0% | $162,163-37.6% | $152,861-33.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.08% | 150.76%-126.7pp | 115.59%-91.5pp | 345.32%-321.2pp |
| Employer contribution / active EE | $14,550 | $6,371+128.4% | $5,614+159.2% | $4,762+205.5% |
| Participant deferral / active EE | $9,868 | $8,034+22.8% | $7,298+35.2% | $5,850+68.7% |
| Admin fee / account holder | $122 | $13,121-99.1% | $10,843-98.9% | $11,596-99.0% |