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 7-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 | $190,709 | $158,398+20.4% | $126,539+50.7% | $142,382+33.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.06% | 593.76%-577.7pp | 425.95%-409.9pp | 217.08%-201.0pp |
| Employer contribution / active EE | $15,469 | $4,650+232.7% | $3,674+321.0% | $4,299+259.8% |
| Participant deferral / active EE | $10,828 | $4,767+127.2% | $4,083+165.2% | $6,507+66.4% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |