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 | $137,440 | $107,334+28.0% | $92,893+48.0% | $152,861-10.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 30.03% | 145.58%-115.6pp | 109.41%-79.4pp | 345.32%-315.3pp |
| Employer contribution / active EE | $7,589 | $4,221+79.8% | $3,653+107.8% | $4,762+59.3% |
| Participant deferral / active EE | $6,288 | $4,845+29.8% | $4,236+48.4% | $5,850+7.5% |
| Admin fee / account holder | $247 | $7,079-96.5% | $5,794-95.7% | $11,596-97.9% |