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 | $192,717 | $104,907+83.7% | $84,611+127.8% | $152,861+26.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 34.06% | 373.79%-339.7pp | 258.74%-224.7pp | 345.32%-311.3pp |
| Employer contribution / active EE | $6,799 | $3,302+105.9% | $2,652+156.4% | $4,762+42.8% |
| Participant deferral / active EE | $3,450 | $4,688-26.4% | $3,899-11.5% | $5,850-41.0% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |