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 3-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 | $126,077 | $74,888+68.4% | $71,209+77.1% | $142,382-11.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.76% | 345.14%-325.4pp | 282.51%-262.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $8,472 | $2,854+196.8% | $2,721+211.4% | $4,299+97.1% |
| Participant deferral / active EE | $30,499 | $4,454+584.7% | $4,175+630.5% | $6,507+368.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |