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 | $140,696 | $74,888+87.9% | $71,209+97.6% | $142,382-1.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 17.15% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,041 | $2,854+6.5% | $2,721+11.8% | $4,299-29.3% |
| Participant deferral / active EE | $7,353 | $4,454+65.1% | $4,175+76.1% | $6,507+13.0% |
| Admin fee / account holder | $12 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |