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 | $138,619 | $115,770+19.7% | $101,248+36.9% | $158,922-12.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.10% | 56.14%-32.0pp | 46.47%-22.4pp | 302.83%-278.7pp |
| Employer contribution / active EE | $2,826 | $4,175-32.3% | $3,660-22.8% | $4,761-40.6% |
| Participant deferral / active EE | $6,232 | $4,957+25.7% | $4,370+42.6% | $5,982+4.2% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |