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 6-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 | $109,486 | $217,402-49.6% | $185,823-41.1% | $167,490-34.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.67% | 148.36%-123.7pp | 122.05%-97.4pp | 478.56%-453.9pp |
| Employer contribution / active EE | $28,198 | $5,873+380.1% | $5,167+445.7% | $4,837+482.9% |
| Participant deferral / active EE | $23,213 | $6,356+265.2% | $5,568+316.9% | $6,341+266.1% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |