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 | $227,597 | $183,963+23.7% | $162,163+40.4% | $152,861+48.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.58% | 150.76%-125.2pp | 115.59%-90.0pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,364 | $6,371-62.9% | $5,614-57.9% | $4,762-50.4% |
| Participant deferral / active EE | $13,189 | $8,034+64.2% | $7,298+80.7% | $5,850+125.4% |
| Admin fee / account holder | $169 | $13,121-98.7% | $10,843-98.4% | $11,596-98.5% |