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 | $177,056 | $121,625+45.6% | $104,607+69.3% | $158,922+11.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.86% | 465.26%-454.4pp | 340.46%-329.6pp | 302.83%-292.0pp |
| Employer contribution / active EE | $14,542 | $3,163+359.8% | $2,681+442.5% | $4,761+205.4% |
| Participant deferral / active EE | $7,517 | $4,177+79.9% | $3,740+101.0% | $5,982+25.7% |
| Admin fee / account holder | $112 | $7,787-98.6% | $6,473-98.3% | $11,246-99.0% |